Civic Intelligence

Norwood Hills Charitable Tr

990 • Fiscal year 2016 • EIN 37-6456529

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

1 Norwood Hills Country Club DriveSt Louis, MO 63121

(314) 521-0682

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

94th percentile

57%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$608,490

Up $91,258 (+18%) from 2015

Net Assets

Up

$608,490

Up $91,258 (+18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$149,145

Down $29,652 (-17%) from 2015

Expenses

Down

$63,833

Down $8,717 (-12%) from 2015

Net Income

Down

$85,312

Down $20,935 (-20%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $1Liabilities 2010: $02010Assets 2011: $79,368Liabilities 2011: $02011Assets 2012: $219,291Liabilities 2012: $02012Assets 2013: $279,788Liabilities 2013: $02013Assets 2014: $410,985Liabilities 2014: $02014Assets 2015: $517,232Liabilities 2015: $0Net Assets 2015: $517,2322015Assets 2016: $608,490Liabilities 2016: $0Net Assets 2016: $608,4902016Assets 2017: $694,967Liabilities 2017: $0Net Assets 2017: $694,9672017Assets 2018: $756,784Liabilities 2018: $0Net Assets 2018: $756,7842018Assets 2019: $785,769Liabilities 2019: $0Net Assets 2019: $785,7692019Assets 2020: $768,171Liabilities 2020: $0Net Assets 2020: $768,1712020Assets 2021: $818,881Liabilities 2021: $0Net Assets 2021: $818,8812021Assets 2022: $623,899Liabilities 2022: $0Net Assets 2022: $623,8992022Assets 2023: $716,108Liabilities 2023: $0Net Assets 2023: $716,1082023Assets 2024: $834,377Liabilities 2024: $0Net Assets 2024: $834,3772024

Highlighted filing

2016

Assets$608,490
Liabilities$0
Net Assets$608,490

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Revenue 2011: $79,542Expenses 2011: $174Net Income 2011: $79,3682011Revenue 2012: $151,067Expenses 2012: $11,144Net Income 2012: $139,9232012Revenue 2013: $88,497Expenses 2013: $28,000Net Income 2013: $60,4972013Revenue 2014: $158,051Expenses 2014: $26,854Net Income 2014: $131,1972014Revenue 2015: $178,797Expenses 2015: $72,550Net Income 2015: $106,2472015Revenue 2016: $149,145Expenses 2016: $63,833Net Income 2016: $85,3122016Revenue 2017: $176,152Expenses 2017: $119,218Net Income 2017: $56,9342017Revenue 2018: $267,623Expenses 2018: $162,401Net Income 2018: $105,2222018Revenue 2019: $142,817Expenses 2019: $174,101Net Income 2019: -$31,2842019Revenue 2020: $125,668Expenses 2020: $156,761Net Income 2020: -$31,0932020Revenue 2021: $182,584Expenses 2021: $141,098Net Income 2021: $41,4862021Revenue 2022: $61,840Expenses 2022: $155,655Net Income 2022: -$93,8152022Revenue 2023: $157,857Expenses 2023: $119,520Net Income 2023: $38,3372023Revenue 2024: $219,303Expenses 2024: $113,651Net Income 2024: $105,6522024

Highlighted filing

2016

Revenue$149,145
Expenses$63,833
Net Income$85,312
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$188,566
Mission and Program Overview

Mission

To provide scholarships to certain full-time employees of norwood hills corporation (d/b/a norwood hills country club) and to the descendants of those employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$306,037$388,224▲ $82,187
Investments in Publicly Traded Securities$203,694$213,513▲ $9,819
Investments Program Related$7,501$6,753▼ $748
Total Assets$517,232$608,490▲ $91,258
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$517,232$608,490▲ $91,258
Total Net Assets Fund Balance$517,232$608,490▲ $91,258
Total Liabilities and Net Assets / Fund Balance$517,232$608,490▲ $91,258
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$133,130
Program Service Revenue
$0
Investment Income
$6,266
Other Revenue
$9,749
All Other Contributions
$92,730
Change in Net Assets
$85,312

Audited Revenue Reconciliation

Revenue per Audited Statements
$149,145
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$45,365
Total Revenue per Audited Statements
$194,510
Total Revenue per Form 990
$149,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,000
Other Expenses$3,833
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$60,000--$60,000
Fees for Services Other$720$3,113-$3,833
Total Functional Expenses$60,720$3,113$0$63,833

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$103,254
Expenses per Audited Statements$63,833
Total Expenses per Form 990$63,833
Expenses Not Reported on Form 990$39,421
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,170
Fundraising Direct Expenses$39,421
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$89,570$49,170$15,401$33,769
Total Events$89,570$49,170$39,421$9,749
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
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

Accounting functions are performed without charge by Norwood Hills Corporation, a related entity. In additon certain scholarship functions are performed by the St. Louis Community Foundation.

Form 990, Part VI, Section A, line 7A

A majority of the Trustees are appointed by Norwood Hills Corporation

Form 990, Part VI, Section A, line 8B

The Board of Trustees does not have committees empowered to act on their behalf

Form 990, Part VI, Section B, line 11B

The return is prepared by an independent public accounting firm. It is then reviewed by a member of the Board of Trustees prior to filing.

Form 990, Part VI, Section B, line 15

The organization has no paid employees, therefore a compensation policy is not required

Form 990, Part VI, Section C, line 19

The Trust document will be made available upon reasonable, written request

Filing and Contact Details

Filer

Filer Name
Norwood Hills Charitable Trust
EIN
37-6456529
Phone
3145210682
Address
1 Norwood Hills Country Club Drive, St Louis, MO 63121

Signing Officer

Name
Robert Samuelson
Title
Trustee
Phone
3145210682
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Samuelson
Formed
2010
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
RubinBrown LLP
Address
One North Brentwood, Saint Louis, MO 63105
Preparer
James R Ritts
Phone
3142903300
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

Special Event Expenses 39,421.

Part XII, Line 2D - Other Adjustments:

Special Event Expenses 39,421.

Raw XML Appendix391 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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IRS990/Form990PartVIISectionAGrp/PersonNm2James Finn
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IRS990/LoanOutstandingInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0TO PROVIDE SCHOLARSHIPS TO CERTAIN FULL-TIME EMPLOYEES OF NORWOOD HILLS CORPORATION (D/B/A NORWOOD HILLS COUNTRY CLUB) AND TO THE DESCENDANTS OF THOSE EMPLOYEES.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Special Event Expenses 39,421.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Special Event Expenses 39,421.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization utilizes the services of the St. Louis Community Foundation to monitor the use of scholarship grants
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Accounting functions are performed without charge by Norwood Hills Corporation, a related entity. In additon certain scholarship functions are performed by the St. Louis Community Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A majority of the Trustees are appointed by Norwood Hills Corporation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Trustees does not have committees empowered to act on their behalf
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The return is prepared by an independent public accounting firm. It is then reviewed by a member of the Board of Trustees prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization has no paid employees, therefore a compensation policy is not required
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Trust document will be made available upon reasonable, written request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0430438260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Country Club
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Norwood Hills Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01 Norwood Hills Country Club Drive
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0St Louis
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd063121
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0517232
IRS990/TotalAssetsEOYAmt0608490
IRS990/TotalAssetsGrp/BOYAmt0517232
IRS990/TotalAssetsGrp/EOYAmt0608490
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0133130
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03113
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060720
IRS990/TotalFunctionalExpensesGrp/TotalAmt063833
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0517232
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0608490
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt060720
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0149145
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0517232
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0608490
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0517232
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0608490
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 Norwood Hills Country Club Drive
IRS990/USAddress/CityNm0St Louis
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063121
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Samuelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03145210682
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Norwood Hills Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0NORW
ReturnHeader/Filer/EIN0376456529
ReturnHeader/Filer/PhoneNum03145210682
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Norwood Hills Country Club Drive
ReturnHeader/Filer/USAddress/CityNm0St Louis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063121
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C77598BE104788EC9736D3BADF89B53D1F7F516F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.219.218.18
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:11:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430765316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RubinBrown LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One North Brentwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03142903300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Ritts
ReturnHeader/ReturnTs02017-11-15T10:51:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.00$8.34$2.19$1.14$1.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.00$7.16$1.58$1.20$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.62$1.56$0.94
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.19$0.00$8.19$1.83$1.41$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$1.26$1.57$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.86$0.00$7.86$1.43$1.74$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.57$0.00$7.57$2.68$1.62$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$1.76$1.19$0.57
2016Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$1.49$0.64$0.85
2015Summary only. Only limited summary data is available for this year.$5.17$0.00$5.17$1.79$0.73$1.06
2014Summary only. Only limited summary data is available for this year.$4.11$0.00$1.58$0.27$1.31
2013Summary only. Only limited summary data is available for this year.$2.80$0.00$0.88$0.28$0.60
2012Summary only. Only limited summary data is available for this year.$2.19$0.00$1.51$0.11$1.40
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$0.80$0.00$0.79
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00