Civic Intelligence

L Lee Stryker Memorial Trust

990 • Fiscal year 2021 • EIN 38-6385367

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 14, 2021

Organization ProfileN/A
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 467-2539

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

22nd percentile

-2.4%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$16,832

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

26th percentile

-0.2%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

233%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,000,330

Down $3,407 (-0.2%) from 2020

Net Assets

Down

$2,000,330

Down $3,407 (-0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin22nd percentile

Revenue

Up

$123,319

Up $86,298 (+233%) from 2020

Expenses

Up

$126,232

Up $2,316 (+1.9%) from 2020

Net Income

Up

-$2,913

Up $83,982 (+97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,598,368Liabilities 2010: $0Net Assets 2010: $1,598,3682010Assets 2011: $1,596,868Liabilities 2011: $0Net Assets 2011: $1,596,8682011Assets 2012: $1,842,788Liabilities 2012: $0Net Assets 2012: $1,842,7882012Assets 2013: $1,858,560Liabilities 2013: $0Net Assets 2013: $1,858,5602013Assets 2014: $1,883,042Liabilities 2014: $0Net Assets 2014: $1,883,0422014Assets 2015: $2,069,332Liabilities 2015: $0Net Assets 2015: $2,069,3322015Assets 2016: $2,046,104Liabilities 2016: $0Net Assets 2016: $2,046,1042016Assets 2017: $2,023,347Liabilities 2017: $0Net Assets 2017: $2,023,3472017Assets 2018: $2,007,185Liabilities 2018: $0Net Assets 2018: $2,007,1852018Assets 2019: $2,090,632Liabilities 2019: $0Net Assets 2019: $2,090,6322019Assets 2020: $2,003,737Liabilities 2020: $0Net Assets 2020: $2,003,7372020Assets 2021: $2,000,330Liabilities 2021: $0Net Assets 2021: $2,000,3302021Assets 2022: $2,142,668Liabilities 2022: $0Net Assets 2022: $2,142,6682022Assets 2023: $2,065,193Liabilities 2023: $0Net Assets 2023: $2,065,1932023Assets 2024: $2,017,934Liabilities 2024: $0Net Assets 2024: $2,017,9342024Assets 2025: $2,036,029Liabilities 2025: $0Net Assets 2025: $2,036,0292025

Highlighted filing

2021

Assets$2,000,330
Liabilities$0
Net Assets$2,000,330
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$400K$200K$0-$200KExpenses 2010: $22,8112010Expenses 2011: $31,7712011Expenses 2012: $49,9062012Revenue 2013: $51,715Expenses 2013: $35,944Net Income 2013: $15,7712013Revenue 2014: $84,586Expenses 2014: $60,103Net Income 2014: $24,4832014Revenue 2015: $324,146Expenses 2015: $137,858Net Income 2015: $186,2882015Revenue 2016: $54,941Expenses 2016: $78,156Net Income 2016: -$23,2152016Revenue 2017: $95,858Expenses 2017: $118,548Net Income 2017: -$22,6902017Revenue 2018: $102,972Expenses 2018: $119,025Net Income 2018: -$16,0532018Revenue 2019: $203,954Expenses 2019: $120,814Net Income 2019: $83,1402019Revenue 2020: $37,021Expenses 2020: $123,916Net Income 2020: -$86,8952020Revenue 2021: $123,319Expenses 2021: $126,232Net Income 2021: -$2,9132021Revenue 2022: $269,544Expenses 2022: $127,008Net Income 2022: $142,5362022Revenue 2023: $59,336Expenses 2023: $133,762Net Income 2023: -$74,4262023Revenue 2024: $81,984Expenses 2024: $129,325Net Income 2024: -$47,3412024Revenue 2025: $145,724Expenses 2025: $127,927Net Income 2025: $17,7972025

Highlighted filing

2021

Revenue$123,319
Expenses$126,232
Net Income-$2,913
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 14, 2021
Return Version
2020v4.1
Gross Receipts
$695,052
Mission and Program Overview

Mission

To endow at kalamazoo college a professorship of business management and a community education program

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,003,737$2,000,330▼ $3,407
Investments in Publicly Traded Securities$1,935,839--
Investments Other Securities-$1,912,816-
Savings and Temporary Cash Investments$67,898$87,514▲ $19,616
Total Assets$2,003,737$2,000,330▼ $3,407
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,003,737$2,000,330▼ $3,407
Total Liabilities and Net Assets / Fund Balance$2,003,737$2,000,330▼ $3,407

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$74,792--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
-Trustee$16,832$16,832
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$123,319
Other Revenue
$0
Change in Net Assets
$-2,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,501
Salaries, Compensation, and Employee Benefits$16,832
Other Expenses$899
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$108,501--$108,501
Current Officers, Directors, Trustees, and Key Employees$3,366$13,466-$16,832
All Other Expenses-$899-$899
Total Functional Expenses$111,867$14,365$0$126,232
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kalamazoo CollegeKalamazoo, MI501c3-$108,501
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1
Gaming Direct Expenses$1
Gaming Gross Income$1
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“Pnc bank is the sole trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Pnc bank na has the policy of contemporaneously document all meetings held and all written action”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Pnc bank na has the policy of contemporaneously ducument all committee meetings”

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

“Pnc bank as trustee of l lee stryker memorial trust arranges for the preparation of form 990. Returns are submitted to the trustee for review prior to filing.”

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

“Pnc bank regularly and consistently monitor and enforce compliance with the policy.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
L Lee Stryker Memorial Trust
EIN
38-6385367
Phone
4124672539
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4124672539
Signed
2021-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pnc Bank Na
Formed
1978
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Return of Capital Adjustment ($491.54); 2020 Sales Posted in 2021 ($1.82); ROUNDING ADJUSTMENT ($1.00)”

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PNC BANK IS THE SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PNC BANK NA HAS THE POLICY OF CONTEMPORANEOUSLY DOCUMENT ALL MEETINGS HELD AND ALL WRITTEN ACTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK NA HAS THE POLICY OF CONTEMPORANEOUSLY DUCUMENT ALL COMMITTEE MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PNC BANK AS TRUSTEE OF L LEE STRYKER MEMORIAL TRUST ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PNC BANK REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Return of Capital Adjustment ($491.54); 2020 Sales Posted in 2021 ($1.82); ROUNDING ADJUSTMENT ($1.00)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,000,330
Liabilities
$0
Net assets
$2,000,330
Revenue
$123,319
Expenses
$126,232
Net income
-$2,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.15$0.13$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.06$0.13$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.27$0.13$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.12$0.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.04$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.20$0.12$0.08
2018Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$0.10$0.12$0.02
2017Summary only. Only limited summary data is available for this year.$2.02$0.00$2.02$0.10$0.12$0.02
2016Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.05$0.08$0.02
2015Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$0.32$0.14$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.08$0.06$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$0.05$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.02