Civic Intelligence

Jeanette Lyons Surina Scholarship Fund Inc.

990PF • Fiscal year 2013 • EIN 35-1905548

Oct 01, 2012 to Sep 30, 2013 • Filed on Feb 14, 2014

300 North Meridian Street No 110046204
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$69,727

Down $10,889 (-14%) from 2012

Net Assets

Down

$69,727

Down $10,889 (-14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$12,830

Down $445 (-3.4%) from 2012

Net Income

-

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.

$150K$100K$50K$0Assets 2011: $92,525Liabilities 2011: $0Net Assets 2011: $92,5252011Assets 2012: $80,616Liabilities 2012: $0Net Assets 2012: $80,6162012Assets 2013: $69,727Liabilities 2013: $0Net Assets 2013: $69,7272013Assets 2014: $96,913Liabilities 2014: $0Net Assets 2014: $96,9132014Assets 2016: $94,965Liabilities 2016: $0Net Assets 2016: $94,9652016Assets 2017: $125,862Liabilities 2017: $0Net Assets 2017: $125,8622017Assets 2018: $125,188Liabilities 2018: $0Net Assets 2018: $125,1882018Assets 2019: $125,865Liabilities 2019: $0Net Assets 2019: $125,8652019Assets 2020: $125,985Liabilities 2020: $0Net Assets 2020: $125,9852020Assets 2021: $125,817Liabilities 2021: $0Net Assets 2021: $125,8172021Assets 2022: $115,923Liabilities 2022: $0Net Assets 2022: $115,9232022Assets 2023: $108,201Liabilities 2023: $0Net Assets 2023: $108,2012023Assets 2024: $99,403Liabilities 2024: $0Net Assets 2024: $99,4032024

Highlighted filing

2013

Assets$69,727
Liabilities$0
Net Assets$69,727

Operations Trend

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

$20K$10K$0-$10KExpenses 2011: $13,1132011Expenses 2012: $13,2752012Expenses 2013: $12,8302013Revenue 2014: $18,857Expenses 2014: $8,112Net Income 2014: $10,7452014Revenue 2016: $2,665Expenses 2016: $3,970Net Income 2016: -$1,3052016Revenue 2017: $781Expenses 2017: $1,382Net Income 2017: -$6012017Revenue 2018: $1,426Expenses 2018: $2,100Net Income 2018: -$6742018Revenue 2019: $2,783Expenses 2019: $2,106Net Income 2019: $6772019Revenue 2020: $2,552Expenses 2020: $2,432Net Income 2020: $1202020Revenue 2021: $2,322Expenses 2021: $2,490Net Income 2021: -$1682021Revenue 2022: -$1,223Expenses 2022: $8,671Net Income 2022: -$9,8942022Revenue 2023: $2,961Expenses 2023: $10,683Net Income 2023: -$7,7222023Revenue 2024: $3,546Expenses 2024: $12,344Net Income 2024: -$8,7982024

Highlighted filing

2013

Revenue-
Expenses$12,830
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Feb 14, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN W REEDTreasurer-$0--
KATHLEEN SURINA GROVEPres/Sec-$0--
RUTH ANN WAGNERDirector-$0--
DR ROBERT K BRENTONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPN/AGREENWOOD, IN, US$2,000
Paid Grant-SCHOLARSHIPN/AGREENWOOD, IN, US$2,000
Paid Grant-SCHOLARSHIPN/AGREENWOOD, IN, US$2,000
Paid Grant-SCHOLARSHIPN/AGREENWOOD, IN, US$2,000
Paid Grant-SCHOLARSHIPN/AGREENWOOD, IN, US$2,000
Paid Grant-SCHOLARSHIPN/AGREENWOOD, IN, US$2,000
Filing and Contact Details

Filer

EIN
35-1905548
Raw XML Appendix395 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEVEN W REED
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KATHLEEN SURINA GROVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RUTH ANN WAGNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3DR ROBERT K BRENTON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10300 N MERIDIAN ST STE 1100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117345 BRAMBLEWOOD LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12513 LAWNWOOD DRIVE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN APPLICATIONS ARE TO BE SUBMITTED ALONG WITH SCHOOL TRANSCRIPTS AND LETTERS OF REFERENCE. INDIVIDUAL MUST HAVE A MINIMUM "B" AVERAGE IN HIGH SCHOOL GRADES AND CONTRIBUTED SIGNIFICANT SERVICE TO THE COMMUNITY.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0KATHLEEN SURINA GROVE CO BGBC PARTN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03176334700
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10300 N MERIDIAN ST STE 1100
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0INDIANAPOLIS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode046204
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0LIMITED TO $2,000 PER YEAR FOR FOUR YEARS AS LONG AS INDIVIDUAL MAINTAINS A "C" AVERAGE IN THEIR FIELD OF STUDY OR COLLEGE GRADES. MUST BE SCHEDULED TO GRADUATE IN YEAR OF APPLICATION AND BE ACCEPTED IN EDUCATIONAL FACILITY.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 1 OF APPLICANT'S HIGH SCHOOL GRADUATION YEAR FROM A PUBLIC SCHOOL IN GREENWOOD, IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0CHRISTIAN VUONG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1CODY BLAKE WILSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2JESSICA VLECK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3KATIE LEFEVERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4SARA TRAMMEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5ALBIN VLECK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101079 KIMBERLY LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111158 GLENBAR WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12300 BEECHVIEW DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131180 CHERRYFIELD LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14158 SUNCREST DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15300 BEECHVIEW DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0GREENWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GREENWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2GREENWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3GREENWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4GREENWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5GREENWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode046143
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode146143
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode246142
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode346142
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode446143
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode546142
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear012000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear04529
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04529
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear107392
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear206847
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear304272
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404129
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear505372
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear505372
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear030111
IRS990PF/UndistributedIncome/ExcessFromCurrentYear07471
IRS990PF/UndistributedIncome/ExcessFromYear107392
IRS990PF/UndistributedIncome/ExcessFromYear206847
IRS990PF/UndistributedIncome/ExcessFromYear304272
IRS990PF/UndistributedIncome/ExcessFromYear404129
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions012000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus07471
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus035483
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover028012
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1MISCELLANEOUS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome139
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks139
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0351905548
ReturnHeader/Filer/Name/BusinessNameLine10JEANETTE LYONS SURINA SCHOLARSHIP FUND INC
ReturnHeader/Filer/NameControl0JEAN
ReturnHeader/Filer/Phone03176334700
ReturnHeader/Filer/USAddress/AddressLine10300 NORTH MERIDIAN STREET NO 1100
ReturnHeader/Filer/USAddress/City0INDIANAPOLIS
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046204
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-02-14
ReturnHeader/Officer/Name0JEFFREY W BIRK
ReturnHeader/Officer/Phone03176334700
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0205804172
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BGBC PARTNERS LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10300 N MERIDIAN ST STE 1100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode046204
ReturnHeader/Preparer/Name0CYNTHIA M MCCULLOUGH CPA
ReturnHeader/Preparer/Phone03176334700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-15T14:31:00-06:00

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