Civic Intelligence

Marie and David Steiner Perry High School Scholarship Trust

990PF • Fiscal year 2014 • EIN 34-1777979

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization Profile
PO Box 298Lima, OH 45802

(419) 223-3075

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

0.57x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

55th percentile

5.0%

Higher net margin than 55% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

2.1%

Faster asset growth than 54% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$51,964

Up $1,093 (+2.1%) from 2013

Net Assets

Up

$50,614

Up $118 (+0.2%) from 2013

Liabilities

Up

$1,350

Up $975 (+260%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin55th percentile

Revenue

Up

$2,375

Up $348 (+17%) from 2013

Expenses

Up

$2,257

Up $302 (+15%) from 2013

Net Income

Up

$118

Up $46 (+64%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2014

Assets$51,964
Liabilities$1,350
Net Assets$50,614
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

2014

Revenue$2,375
Expenses$2,257
Net Income$118
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

Filer Name
Marie & David Steiner Scholarship
EIN
34-1777979
Phone
4192233075
Address
PO Box 298, Lima, OH 45802

Signing Officer

Name
Steve Hooker
Title
Trustee
Signed
2015-04-28
Discuss with paid preparer
Yes

Preparer

Firm
ES Evans and Company
Address
205 West Elm Street, Lima, OH 45801
Preparer
Steven D Hooker CPA
Phone
4192233075
Raw XML Appendix286 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1101 N Elizabeth Street
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Ohio State University - Scholarship for Jessica Scott
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Ohio State University - Scholarship for Emily Ewing
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0900
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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/AddressLine1Txt02770 E Breese Road
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0458069744
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/RecipientPersonNm0Ohio State UniversityEmily Ewing
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm1Ohio State UniversityJessica Scott
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt04240 Campus Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt14240 Campus Drive
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Lima
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd045804
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd145804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Ohio State UniversityJessica Scott
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04240 Campus Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lima
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045804
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt01350
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0450
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/AppliedToYear1Amt0450
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03023
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0450
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02608
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03023
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03058
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Adversting
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Ohio Annual Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0375
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Scholarships Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01350
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax on Investment Income
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Hooker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marie & David Steiner Scholarship
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0341777979
ReturnHeader/Filer/PhoneNum04192233075
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 298
ReturnHeader/Filer/USAddress/CityNm0Lima
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ES Evans and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0205 West Elm Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lima
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045801
ReturnHeader/PreparerPersonGrp/PhoneNum04192233075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven D Hooker CPA
ReturnHeader/ReturnTs02015-04-28T07:34:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,964
Liabilities
$1,350
Net assets
$50,614
Revenue
$2,375
Expenses
$2,257
Net income
$118
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
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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