Civic Intelligence

Marjorie Witham Howe and Howard C Howe Scholarship Fund

990PF • Fiscal year 2011 • EIN 36-4005689

Jan 01, 2011 to Dec 31, 2011 • Filed on May 02, 2012

Organization Profile
PO Box 363649501-3636
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$666,925

No earlier filing loaded for comparison.

Net Assets

$666,925

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$86,390

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2011: $666,925Liabilities 2011: $0Net Assets 2011: $666,9252011Assets 2012: $627,724Liabilities 2012: $0Net Assets 2012: $627,7242012Assets 2016: $367,167Liabilities 2016: $0Net Assets 2016: $367,1672016Assets 2017: $366,932Liabilities 2017: $0Net Assets 2017: $366,9322017Assets 2019: $351,871Liabilities 2019: $0Net Assets 2019: $351,8712019Assets 2020: $356,746Liabilities 2020: $0Net Assets 2020: $356,7462020Assets 2021: $344,403Liabilities 2021: $0Net Assets 2021: $344,4032021Assets 2022: $330,574Liabilities 2022: $0Net Assets 2022: $330,5742022

Highlighted filing

2011

Assets$666,925
Liabilities$0
Net Assets$666,925
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2011: $86,3902011Expenses 2012: $96,0712012Revenue 2016: $22,684Expenses 2016: $84,488Net Income 2016: -$61,8042016Revenue 2017: $45,858Expenses 2017: $46,091Net Income 2017: -$2332017Revenue 2019: $19,364Expenses 2019: $31,768Net Income 2019: -$12,4042019Revenue 2020: $37,233Expenses 2020: $32,134Net Income 2020: $5,0992020Revenue 2021: $27,939Expenses 2021: $39,755Net Income 2021: -$11,8162021Revenue 2022: $28,036Expenses 2022: $41,246Net Income 2022: -$13,2102022

Highlighted filing

2011

Revenue-
Expenses$86,390
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 2, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIFTH THIRD BANKTrustee-$0--
ROBERT BOLLMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLUMBIA COLLEGE OF CHICAGOSCHOLARSHIPUNIVERSITYCHICAGO, IL, US$8,000
Paid GrantKNOX COLLEGESCHOLARSHIPUNIVERSITYGALESBURG, IL, US$8,000
Paid GrantUNIVERSITY OF ILLINOISSCHOLARSHIPUNIVERSITYURBANA, IL, US$4,000
Paid GrantLAKE FOREST COLLEGESCHOLARSHIPUNIVERSITYLAKE FOREST, IL, US$4,000
Paid GrantTUFTS UNIVERSITYSCHOLARSHIPUNIVERSITYBOSTON, MA, US$4,000
Paid GrantNORTHERN ILLINOIS UNIVERSITYSCHOLARSHIPUNIVERSITYDEKALB, IL, US$3,000
Paid GrantCOLLEGE OF LAKE COUNTYSCHOLARSHIPUNIVERSITYVERNON HILLS, IL, US$3,000
Paid GrantCORNELL COLLEGESCHOLARSHIPUNIVERSITYITHACA, NY, US$2,750
Paid GrantLAKE FOREST COLLEGESCHOLARSHIPUNIVERSITYLAKE FOREST, IL, US$2,750
Paid GrantCARROLL UNIVERSITYSCHOLARSHIPUNIVERSITYWAUKESHA, WI, US$2,750
Paid GrantBRADLEY UNIVERSITYSCHOLARSHIPUNIVERSITYPEORIA, IL, US$2,750
Paid GrantUNIVERSITY OF ILLINOISSCHOLARSHIPUNIVERSITYURBANA, IL, US$2,750
Paid GrantVALPARAISO UNIVERSITYSCHOLARSHIPUNIVERSITYVALPARAISO, IN, US$2,750
Paid GrantUNIVERSITY OF ILLINOISSCHOLARSHIPUNIVERSITYURBANA, IL, US$2,750
Paid GrantILLINOIS STATE UNIVERSITYSCHOLARSHIPUNIVERSITYNORMAL, IL, US$2,750
Paid GrantCOLLEGE OF LAKE COUNTYSCHOLARSHIPUNIVERSITYVERNON HILLS, IL, US$1,769
Paid GrantPITZER COLLEGESCHOLARSHIPUNIVERSITYCLAREMOUNT, CA, US$1,750
Paid GrantCOLLEGE OF LAKE COUNTYSCHOLARSHIPUNIVERSITYVERNON HILLS, IL, US$1,500
Paid GrantCOLLEGE OF LAKE COUNTYSCHOLARSHIPUNIVERSITYVERNON HILLS, IL, US$1,000
Filing and Contact Details

Filer

EIN
36-4005689
Raw XML AppendixShowing 400 of 701 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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AccountingFeesSchedule/AccountingFees/Amount01750
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0875
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0875
GeneralExplanationAttachment/GeneralExplanation/Explanation0The Trustee of the Howe Scholarship FD (EIN 36-4005689) declares that the Foundation is making an election under Regulation Section 53.4942(a) - 3 (d) (2) to treat the amount shown on Line 4b of Part XIII of the 2011 Form 990-PF as having been made out of the undistributed income of the Foundation for the year 2009 in the amount of $19,912.
GeneralExplanationAttachment/GeneralExplanation/Identifier0Reg. Section 53.4942(a) - 3(d) (2) election of Howe Scholarship FD
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0PART XIII 4B
InvestmentsOtherSchedule2/InvestmentsOther/BookValue025075
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue3814994
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3913981
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0BANK NEW YORK INC 3/27/08
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1FANNIE MAE 9/12/05
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2FIFTH THIRD TOTAL RETURN BUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3GENERAL ELECTRIC CO 1/28/03
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4ISHARES BARCLAYS TIPS BOND FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5ISHARES S&P PFD STK INDX FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6JP MORGAN CHASE 3/9/04
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7PIMCO HIGH YEILD FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8WELLS FARGO CO 10/23/07
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10ABBOTT LABS
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13AMERICAN FD CAPITAL WORLD
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16EMERSON ELEC CO
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18GENERAL ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20ILLINOIS TOOL WKS INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22INTERNATIONAL BUSINESS MACH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem23ISHARES S&P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem24ISHARES TR S&P SMALL CAP 600
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem25JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem26LAZARD EMERGING MRKTS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem27MEDTRONIC INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem28MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem29MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem30ORACLE CORPORATION
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem31PHILIP MORRIS INTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem32SCHLUMBERGER LTD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem33UNITED TECHNOLOGIES CORP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2250. BEST BUY INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3225. NORTHERN TR CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41. OM GROUP - SECURITIES LITIGATION PYMT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset545. ISHARES BARCLAYS TIPS BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset625000. WACHOVIA CORP 10/23/2006 5.300 10/15/2011
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-941
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses23814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-3892
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0893
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice125000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice27470
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice4137
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice55161
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice625000
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0809806
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FIFTH THIRD BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT BOLLMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1038 FOUNTAIN SQUARE PLAZA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11113 LITTLE CHEROKE RIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CINCINNATI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1HENDERSONVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode128739
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INVESTMENT INCOME OF FOUNDATION
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1IS USED TO PROVIDE SCHOLARSHIPS TO
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2WAUKEGAN HIGH SCHOOL STUDENTS.
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10FIFTH THIRD BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08007954115
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1038 FOUNTAIN SQUARE PLAZA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CINCINNATI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode045263
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0true
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$666,925
Liabilities
$0
Net assets
$666,925
Revenue
-
Expenses
$86,390
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.28$0.41$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$0.28$0.40$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.37$0.32$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.19$0.32$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.46$0.46$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.23$0.84$0.62
2012Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.96
2011Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.86