Civic Intelligence

Marie and David Steiner Perry High School Scholarship Trust

990PF • Fiscal year 2013 • EIN 34-1777979

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

PO Box 29845802

(419) 223-3075

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

0.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

52nd percentile

3.6%

Higher net margin than 52% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

2013 filings • <$500k 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

Assets

Up

$50,871

Up $447 (+0.9%) from 2012

Net Assets

Up

$50,496

Up $72 (+0.1%) from 2012

Liabilities

Up

$375

Up $375 from 2012

Revenue

$2,027

No earlier filing loaded for comparison.

Expenses

Down

$1,955

Down $661 (-25%) from 2012

Net Income

$72

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $52,353Liabilities 2010: $0Net Assets 2010: $52,3532010Assets 2011: $51,590Liabilities 2011: $800Net Assets 2011: $50,7902011Assets 2012: $50,424Liabilities 2012: $0Net Assets 2012: $50,4242012Assets 2013: $50,871Liabilities 2013: $375Net Assets 2013: $50,4962013Assets 2014: $51,964Liabilities 2014: $1,350Net Assets 2014: $50,6142014Assets 2015: $51,729Liabilities 2015: $950Net Assets 2015: $50,7792015Assets 2016: $52,249Liabilities 2016: $0Net Assets 2016: $52,2492016Assets 2017: $52,824Liabilities 2017: $2,160Net Assets 2017: $50,6642017Assets 2018: $50,767Liabilities 2018: $0Net Assets 2018: $50,7672018Assets 2019: $52,135Liabilities 2019: $600Net Assets 2019: $51,5352019Assets 2020: $53,038Liabilities 2020: $2,400Net Assets 2020: $50,6382020Assets 2021: $51,152Liabilities 2021: $0Net Assets 2021: $51,1522021Assets 2022: $52,389Liabilities 2022: $0Net Assets 2022: $52,3892022Assets 2023: $53,899Liabilities 2023: $0Net Assets 2023: $53,8992023Assets 2024: $53,963Liabilities 2024: $0Net Assets 2024: $53,9632024

Highlighted filing

2013

Assets$50,871
Liabilities$375
Net Assets$50,496

Operations Trend

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

$6.0K$4.0K$2.0K$0-$2.0KExpenses 2010: $4,4552010Expenses 2011: $3,6192011Expenses 2012: $2,6162012Revenue 2013: $2,027Expenses 2013: $1,955Net Income 2013: $722013Revenue 2014: $2,375Expenses 2014: $2,257Net Income 2014: $1182014Revenue 2015: $2,438Expenses 2015: $2,273Net Income 2015: $1652015Revenue 2016: $2,500Expenses 2016: $1,974Net Income 2016: $5262016Revenue 2017: $2,500Expenses 2017: $4,085Net Income 2017: -$1,5852017Revenue 2018: $2,500Expenses 2018: $2,757Net Income 2018: -$2572018Revenue 2019: $2,358Expenses 2019: $1,590Net Income 2019: $7682019Revenue 2020: $2,017Expenses 2020: $2,914Net Income 2020: -$8972020Revenue 2021: $1,990Expenses 2021: $1,476Net Income 2021: $5142021Revenue 2022: $1,917Expenses 2022: $680Net Income 2022: $1,2372022Revenue 2023: $2,184Expenses 2023: $674Net Income 2023: $1,5102023Revenue 2024: $3,141Expenses 2024: $3,077Net Income 2024: $642024

Highlighted filing

2013

Revenue$2,027
Expenses$1,955
Net Income$72
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven HookerTrustee-$0--
Donald WitterTrustee-$0--
Robert MeredithTrustee-$0--
Filing and Contact Details

Filer

EIN
34-1777979
Phone
4192233075

Signing Officer

Name
Steve Hooker
Title
Trustee
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Steven D Hooker CPA
Phone
4192233075
Raw XML Appendix297 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Steven Hooker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donald Witter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Robert Meredith
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Ohio Northern University - Scholarship for Abbie Patton
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Rhodes State College - Scholarship for Haley King
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NameHome AddressTelephone NumberSocial Security NumberBirthdateArea School/University planned to AttendGrade Point AverageHigh School Graduation DateAims and Purposes What are your career plans and goals for the future?Student Activities Variety and type of activities, offices held.Community Activities List community activities and describe your leadership and participation in each. What do you consider your most important activity and why?Please comment on your need for a scholarship.Authorization to release grade point average.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Awards Committee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04192212770
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine102770 E Breese Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Lima
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode0458069744
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Scholarship Eligibility - The award may be given to any Perry High School senior applicant planning to attend any Lima/Allen County (Ohio) area two-year college or its equivalent, plus applicants who will attend Bluffton University, University of Findlay or Ohio Northern University.Scholarship Criteria - Although the scholarship is open to any eligible applicant, it is our desire that preference be given to lower income students who demonstrate academic excellence and/or ability.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 30
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0Rhodes State CollegeHaley King
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine104240 Campus Drive PSB Room 222
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/City0Lima
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCode045804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Ohio Northern UniversityAbbie Patto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Rhodes State CollegeHaley King
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10Office of the Controller
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine114240 Campus Drive PSB Room 222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Ada
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Lima
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode045810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode145804
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0375
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01125
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/AppliedToYear1Amt01125
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03058
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01125
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02088
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03058
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03213
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Adversting
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Ohio Annual Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Scholarships Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0375
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax on Investment Income
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Hooker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Marie & David Steiner Scholarship
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0341777979
ReturnHeader/Filer/PhoneNum04192233075
ReturnHeader/Filer/USAddress/AddressLine10PO Box 298
ReturnHeader/Filer/USAddress/City0Lima
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ES Evans and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10205 West Elm Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Lima
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode045801
ReturnHeader/PreparerPersonGrp/PhoneNum04192233075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Hooker CPA
ReturnHeader/ReturnTs02014-05-15T13:12:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.0$0.00$54.0$3.14$3.08$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.9$0.00$53.9$2.18$0.67$1.51
2022Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$1.92$0.68$1.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.2$0.00$51.2$1.99$1.48$0.51
2020Detailed filing. Detailed filing data is available for this year.$53.0$2.40$50.6$2.02$2.91$0.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.1$0.60$51.5$2.36$1.59$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.8$0.00$50.8$2.50$2.76$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.8$2.16$50.7$2.50$4.09$1.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.2$0.00$52.2$2.50$1.97$0.53
2015Detailed filing. Detailed filing data is available for this year.$51.7$0.95$50.8$2.44$2.27$0.17
2014Detailed filing. Detailed filing data is available for this year.$52.0$1.35$50.6$2.38$2.26$0.12
2013Detailed filing. Detailed filing data is available for this year.$50.9$0.38$50.5$2.03$1.96$0.07
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.4$0.00$50.4$2.62
2011Detailed filing. Detailed filing data is available for this year.$51.6$0.80$50.8$3.62
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.4$0.00$52.4$4.46