Civic Intelligence

Conserve School Trust Ea0296803

990 • Fiscal year 2012 • EIN 36-7151617

Jul 01, 2011 to Jun 30, 2012 • Filed on Dec 13, 2012

3000 West 51st Street60680-5100
Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$163,290,096

No earlier filing loaded for comparison.

Net Assets

$163,279,389

No earlier filing loaded for comparison.

Liabilities

$10,707

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$4,771,096

No earlier filing loaded for comparison.

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.

$200M$150M$100M$50M$0Assets 2012: $163,290,096Liabilities 2012: $10,707Net Assets 2012: $163,279,3892012Assets 2013: $156,291,844Liabilities 2013: $6,083Net Assets 2013: $156,285,7612013Assets 2014: $167,504,846Liabilities 2014: $19,503Net Assets 2014: $167,485,3432014Assets 2015: $140,011,920Liabilities 2015: $10,353Net Assets 2015: $140,001,5672015Assets 2016: $121,779,340Liabilities 2016: $25,538Net Assets 2016: $121,753,8022016Assets 2017: $119,451,670Liabilities 2017: $15,801Net Assets 2017: $119,435,8692017Assets 2018: $151,910,605Liabilities 2018: $11,604Net Assets 2018: $151,899,0012018Assets 2020: $153,407,538Liabilities 2020: $0Net Assets 2020: $153,407,5382020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2012

Assets$163,290,096
Liabilities$10,707
Net Assets$163,279,389

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $4,771,0962012Expenses 2013: $4,961,1632013Revenue 2014: $6,423,382Expenses 2014: $4,861,923Net Income 2014: $1,561,4592014Revenue 2015: $3,504,883Expenses 2015: $5,277,710Net Income 2015: -$1,772,8272015Revenue 2016: $2,479,274Expenses 2016: $5,158,624Net Income 2016: -$2,679,3502016Revenue 2017: $4,082,285Expenses 2017: $5,195,261Net Income 2017: -$1,112,9762017Revenue 2018: $13,032,140Expenses 2018: $5,185,012Net Income 2018: $7,847,1282018Revenue 2020: $5,951,262Expenses 2020: $9,578,040Net Income 2020: -$3,626,7782020Revenue 2021: $156,505Expenses 2021: $3,007,099Net Income 2021: -$2,850,5942021

Highlighted filing

2012

Revenue-
Expenses$4,771,096
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Dec 13, 2012
Return Version
2011v1.2
Gross Receipts
$30,637,181
Mission and Program Overview

Mission

The purpose of the trust is to operate as a supporting organization within the meaning of section 509(a)(3) of the internal revenue code and to support conserve school corporation in its construction and administration of the school.

Filing and Contact Details

Filer

EIN
36-7151617
Raw XML AppendixShowing 400 of 451 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE TRUST HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, AND HAS BEEN CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) TO HOLD AND MAINTAIN CERTAIN ASSETS EXCLUSIVELY FOR THE BENEFIT OF THE CORPORATION. THEREFORE, THE TRUST IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE THE TRUST HAS HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. THE TRUST HAD NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2012 AND 2011.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: EVERY MONTH THE TRUST RECEIVES MONTHLY FINANCIAL STATEMENTS FROM CONSERVE SCHOOL CORPORATION THAT PROVIDES A COMPREHENSIVE ACCOUNTING FOR THE USE OF THE FUNDS CONTRIBUTED BY THE TRUST. THE ACTUAL FUND EXPENDITURES ARE COMPARED TO A BUDGET WHICH IS APPROVED BY THE TRUST ON AN ANNUAL BASIS. THE FINANCIAL STATEMENTS OF CONSERVE SCHOOL CORPORATION ARE ALSO AUDITED BY AN INDEPENDENT AUDITING FIRM THAT PROVIDES ITS AUDIT REPORT TO THE TRUST.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUSTEES OF THE ORGANIZATION HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER DUE TO THE REQUIREMENT OF THE ORGANIZATION'S GOVERNING DOCUMENT, WHEREIN THE TRUSTEES OF THE ORGANIZATION MUST ALSO BE DIRECTORS OF CENTRAL STEEL AND WIRE COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2THE MANAGING TRUSTEE REVIEWS THE FORM 990 IN CONSULTATION WITH THE CONSERVE SCHOOL TRUST'S ACCOUNTANTS AND ATTORNEYS. IN ADDITION, A COPY OF THE COMPLETED FORM 990 IS PROVIDED TO EACH TRUSTEE FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BOARD REGULARLY AND CONSISTENTLY MONITORS POSSIBLE CONFLICTS OF INTEREST BY MAKING SUCH MONITORING AN INTEGRAL PART OF THE BOARD'S REGULAR DISCUSSIONS ABOUT, AND ONGOING OVERSIGHT OF, THE TRUST'S ADMINISTRATION AND BY INVOLVING EACH OF ITS FIVE MEMBERS IN THE DAY TO DAY OPERATIONS OF THE TRUST AND ITS ACTIVITIES.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION MAKES SUCH DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED LOSSES ON INVESTMENTS: -10,659,335.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
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IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11JAMES R LOWENSTINE CEMETERY TRUST
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