Civic Intelligence

University Club of Rockford Scholarship Trust

EIN 36-6095017 • 501(c)3 • Rockford, IL

Pub. 78 Eligible

Profile

Provide scholarships for higher education

6838 E State Street Suite 2Rockford, IL 61108

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$8,206

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

58th percentile

6.8%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

199%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$606,344

Up $38,586 (+6.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$606,344

Up $38,586 (+6.8%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin89th percentile

Revenue

Up

$76,987

Up $51,219 (+199%) from 2024

Expenses

Up

$39,149

Up $5,182 (+15%) from 2024

Net Income

Up

$37,838

Up $46,037 (+561%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2020: $507,416Liabilities 2020: $0Net Assets 2020: $507,4162020Assets 2021: $562,265Liabilities 2021: $0Net Assets 2021: $562,2652021Assets 2022: $577,316Liabilities 2022: $0Net Assets 2022: $577,3162022Assets 2023: $575,851Liabilities 2023: $0Net Assets 2023: $575,8512023Assets 2024: $567,758Liabilities 2024: $0Net Assets 2024: $567,7582024Assets 2025: $606,344Liabilities 2025: $0Net Assets 2025: $606,3442025

Highlighted filing

2025

Assets$606,344
Liabilities$0
Net Assets$606,344
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2020: $33,150Expenses 2020: $29,933Net Income 2020: $3,2172020Revenue 2021: $86,309Expenses 2021: $31,435Net Income 2021: $54,8742021Revenue 2022: $47,770Expenses 2022: $32,658Net Income 2022: $15,1122022Revenue 2023: $29,615Expenses 2023: $28,824Net Income 2023: $7912023Revenue 2024: $25,768Expenses 2024: $33,967Net Income 2024: -$8,1992024Revenue 2025: $76,987Expenses 2025: $39,149Net Income 2025: $37,8382025

Highlighted filing

2025

Revenue$76,987
Expenses$39,149
Net Income$37,838
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$606,344
Liabilities
$0
Net assets
$606,344
Revenue
$76,987
Expenses
$39,149
Net income
$37,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.77$0.39$0.38
2024Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.26$0.34$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.30$0.29$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.48$0.33$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.86$0.31$0.55
2020Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.33$0.30$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Jan 16, 2026
Return Version
2024v5.2
Gross Receipts
$378,820
Mission and Program Overview

Mission

Provide scholarships for higher education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$567,758$606,344▲ $38,586
Investments in Publicly Traded Securities$553,859$586,734▲ $32,875
Savings and Temporary Cash Investments$13,899$19,610▲ $5,711
Total Assets$567,758$606,344▲ $38,586
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$567,758$606,344▲ $38,586
Total Liabilities and Net Assets / Fund Balance$567,758$606,344▲ $38,586
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Kurt SchifferCOO/gm$8,206$8,206

Board Members and Trustees

NameTitle
PATRICK O'GORMANPast President
Thomas MichalowskiPast President
Elder Granger IiPresident
John MecklenburgPresident
Dr Vince ZamutoVice President
Tracy FitzgeraldTrustee
--
Edward KuehlBod
Gerrie GustafsonBod
James KnutsonBod
Marcia MuellerBod
Marsha AckermanBod
Mary Ann SmithBod
Mike RobinsonBod
Nicholas MeyerBod
Peter RundquistBod
Philip EatonBod
Rex ParkerBod
Stu WellerBod
Theodore LiebovichBod
Helen HillSecretary
Shauna GustafsonSecretary
Bob GuirlTreasurer
John LetoumeauTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,415
Program Service Revenue
$0
Investment Income
$70,572
Other Revenue
$0
All Other Contributions
$6,415
Change in Net Assets
$37,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Salaries, Compensation, and Employee Benefits$8,206
Other Expenses$943
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,000--$30,000
Current Officers, Directors, Trustees, and Key Employees-$8,206-$8,206
Fees for Services Accounting-$730-$730
All Other Expenses-$213-$213
Total Functional Expenses$30,000$9,149$0$39,149
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI line 11B

“Reviewed by officers with trustee”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“AVAILABLE UPON REQUEST”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The organization works to ensure there are no conflicts of interest.”

Form 990, Page 6, Part VI, Line 18

“Contact midland states bank, attn: kristen stupples”

Form 990, Page 6, Part VI, Line 19

“The governing documents are not available to the general public. Ifsomeone wants to see them they should contact the trustee at the address and phone number shown on the return.”

Form 990, Page 7, Part VII, Section A

“Midland states bank, trustee, average 1 hour per week”

Filing and Contact Details

Filer

Filer Name
University Club Scholarship Fund
EIN
36-6095017
Phone
8152312481
Address
6838 E STATE STREET SUITE 2, ROCKFORD, IL 61108

Signing Officer

Name
Kristin Stupples
Title
Vice President
Phone
8152312481
Signed
2026-01-16
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Il
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
995 YARD STREET SUITE 280, GRANDVIEW HEIGHTS, OH 43212
Preparer
Jeffrey K Koogler
Phone
6142327282
Supplemental Narrative

Additional Explanations

Part XI line 9

“Net mutual fund timing adjustment ($106)”

Explanation for Form 990, Part XI, Line 9

“ROUNDING $750”

Raw XML AppendixShowing 400 of 429 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY OFFICERS WITH TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NET MUTUAL FUND TIMING ADJUSTMENT ($106)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WORKS TO ENSURE THERE ARE NO CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTACT MIDLAND STATES BANK, ATTN: KRISTEN STUPPLES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. IFSOMEONE WANTS TO SEE THEM THEY SHOULD CONTACT THE TRUSTEE AT THE ADDRESS AND PHONE NUMBER SHOWN ON THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MIDLAND STATES BANK, TRUSTEE, AVERAGE 1 HOUR PER WEEK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING $750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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