Civic Intelligence

Alvin D Schujahn Trust 000010841300

990PF • Fiscal year 2012 • EIN 39-6036683

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 23, 2013

US Bank Na P O Box 204353201-9668
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

94th percentile

$4,246

Higher top officer pay than 94% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

40th percentile

-3.0%

Faster asset growth than 40% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$212,926

Down $6,603 (-3.0%) from 2011

Net Assets

Down

$212,926

Down $6,603 (-3.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,308

Up $4,776 (+45%) from 2011

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.

$300K$200K$100K$0Assets 2010: $217,377Liabilities 2010: $0Net Assets 2010: $217,3772010Assets 2011: $219,529Liabilities 2011: $0Net Assets 2011: $219,5292011Assets 2012: $212,926Liabilities 2012: $0Net Assets 2012: $212,9262012Assets 2013: $218,132Liabilities 2013: $1Net Assets 2013: $218,1322013Assets 2014: $213,710Liabilities 2014: $1Net Assets 2014: $213,7102014Assets 2015: $205,531Liabilities 2015: $1Net Assets 2015: $205,5312015Assets 2016: $194,283Liabilities 2016: $0Net Assets 2016: $194,2832016Assets 2017: $186,666Liabilities 2017: $0Net Assets 2017: $186,6662017Assets 2018: $179,834Liabilities 2018: $0Net Assets 2018: $179,8342018Assets 2019: $173,877Liabilities 2019: $1Net Assets 2019: $173,8772019Assets 2020: $166,505Liabilities 2020: $1Net Assets 2020: $166,5052020Assets 2021: $164,258Liabilities 2021: $1Net Assets 2021: $164,2582021Assets 2022: $159,709Liabilities 2022: $1Net Assets 2022: $159,7092022Assets 2023: $156,961Liabilities 2023: $1Net Assets 2023: $156,9612023Assets 2024: $155,903Liabilities 2024: $0Net Assets 2024: $155,9032024

Highlighted filing

2012

Assets$212,926
Liabilities$0
Net Assets$212,926

Operations Trend

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $7,9902010Expenses 2011: $10,5322011Expenses 2012: $15,3082012Revenue 2013: $21,102Expenses 2013: $15,896Net Income 2013: $5,2062013Revenue 2014: $11,872Expenses 2014: $15,909Net Income 2014: -$4,0372014Revenue 2015: $7,939Expenses 2015: $15,924Net Income 2015: -$7,9852015Revenue 2016: $4,181Expenses 2016: $15,769Net Income 2016: -$11,5882016Revenue 2017: $5,773Expenses 2017: $13,392Net Income 2017: -$7,6192017Revenue 2018: $5,155Expenses 2018: $11,981Net Income 2018: -$6,8262018Revenue 2019: $6,235Expenses 2019: $11,936Net Income 2019: -$5,7012019Revenue 2020: $5,364Expenses 2020: $12,734Net Income 2020: -$7,3702020Revenue 2021: $10,365Expenses 2021: $12,614Net Income 2021: -$2,2492021Revenue 2022: $8,280Expenses 2022: $12,793Net Income 2022: -$4,5132022Revenue 2023: $9,928Expenses 2023: $12,674Net Income 2023: -$2,7462023Revenue 2024: $5,611Expenses 2024: $6,667Net Income 2024: -$1,0562024

Highlighted filing

2012

Revenue-
Expenses$15,308
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 23, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$4,246-$4,246
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBETHESDA LUTHERAN HOMEGENERAL SUPPORTPUBLICWATERTOWN, WI, US$10,209
Filing and Contact Details

Filer

EIN
39-6036683
Raw XML Appendix358 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0750
AccountingFeesSchedule/AccountingFees/Category0U.S. BANK, TAX PREP FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0750
InvestmentsOtherSchedule2/InvestmentsOther/BookValue059593
InvestmentsOtherSchedule2/InvestmentsOther/BookValue17917
InvestmentsOtherSchedule2/InvestmentsOther/BookValue210818
InvestmentsOtherSchedule2/InvestmentsOther/BookValue324799
InvestmentsOtherSchedule2/InvestmentsOther/BookValue48898
InvestmentsOtherSchedule2/InvestmentsOther/BookValue518855
InvestmentsOtherSchedule2/InvestmentsOther/BookValue636861
InvestmentsOtherSchedule2/InvestmentsOther/BookValue711300
InvestmentsOtherSchedule2/InvestmentsOther/BookValue88898
InvestmentsOtherSchedule2/InvestmentsOther/BookValue97626
InvestmentsOtherSchedule2/InvestmentsOther/BookValue10464
InvestmentsOtherSchedule2/InvestmentsOther/BookValue113372
InvestmentsOtherSchedule2/InvestmentsOther/BookValue127867
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0NUVEEN STRATEGIC INCOME FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1NUVEEN REAL ESTATE SECS FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2NUVEEN HIGH INCOME BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3NUVEEN SHORT TERM BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4AMERICAN CENT EQUITY INCOME
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5NUVEEN INFLATION PRO SEC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6NUVEEN INTERMEDIATE TERM BOND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7T ROWE PRICE INTL BOND FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8BLACKROCK CAPITAL APPREC BR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9NEUBERGER BERMAN GENESIS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10ABERDEEN EMRGN FDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11NUVEEN GLOBAL INFRASTR FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12SCOUT INTL FD
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV068208
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV110448
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV211840
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV325175
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV49983
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV519986
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV637646
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV711211
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV89810
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV97994
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV10508
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV113519
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV128355
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount07693
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01012
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount08705
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA08705
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01071
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0425
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03821
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss04246
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps010209
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss010209
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm07330
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss07693
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-6603
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice015405
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01012
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04556
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm024
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps011384
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss015308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome08401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses08705
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01175
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05099
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0219529
IRS990PF/BalanceSheets/CapitalStockEOY0212926
IRS990PF/BalanceSheets/CashBOY059
IRS990PF/BalanceSheets/InvestmentsOtherBOY0209898
IRS990PF/BalanceSheets/InvestmentsOtherEOY0207268
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0224683
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY09572
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY05658
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV05658
IRS990PF/BalanceSheets/TotalAssetsBOY0219529
IRS990PF/BalanceSheets/TotalAssetsEOY0212926
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0230341
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0219529
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0212926
IRS990PF/BalanceSheets/TotalNetAssetsBOY0219529
IRS990PF/BalanceSheets/TotalNetAssetsEOY0212926
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01071
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis08474
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis14449
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21411
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-10-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-10-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-10-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0360.283 NUVEEN TRADEWINDS INTL VAL - CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1392.63 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2138.57 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-735
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-68
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss317
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-735
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-68
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice07739
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice14657
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21343
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-6603
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0212926
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0219529
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0212926
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted011176
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj011176
IRS990PF/DistributableAmount/DistributableAmountBeforeDed011176
IRS990PF/DistributableAmount/MinimumInvestmentReturn011222
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome046
IRS990PF/DistributableAmount/TotalTax046
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax046
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal046
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome046
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue046
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/FMVAssetsEOY0230341
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0227864
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances05498
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0222366
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03418
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn011222
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0224446
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0227864
IRS990PF/NECT0X
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK NA - TRUST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation04246
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10777 E WISCONSIN AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053202
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct08440
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets08394
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.037397
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.03294
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.026066
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.041406
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.049174
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0224446
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10227505
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20219943
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30191251
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40210336
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome046
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions011384
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear107494
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear205733
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear307919
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4010343
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.149586
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions011338
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions011384
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm046
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions011384
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine20MK-WI-TWAF
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04147655016
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10777 E WISCONSIN AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053202
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/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010209
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BETHESDA LUTHERAN HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10600 HOFFMAN DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WATERTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053094
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010209
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01175
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1010209
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted011176
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions011384
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY010001
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear010209
TaxesSchedule/Taxes/Amount0103
TaxesSchedule/Taxes/Category0BALANCE DUE PRIOR YR 990-PF
TaxesSchedule/Taxes/Category1FOREIGN TAXES PD ON DIVIDENDS
TaxesSchedule/Taxes/Category2FOREIGN TAXES PD ON DIVIDENDS
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome122
TaxesSchedule/Taxes/NetInvestmentIncome22
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396036683
ReturnHeader/Filer/Name/BusinessNameLine10ALVIN D SCHUJAHN TRUST 000010841300
ReturnHeader/Filer/NameControl0SCHU
ReturnHeader/Filer/Phone04147655016
ReturnHeader/Filer/USAddress/AddressLine10US BANK NA P O BOX 2043
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532019668
ReturnHeader/Officer/DateSigned02013-04-23
ReturnHeader/Officer/Name0US BANK NA C KOSMA
ReturnHeader/Officer/Phone04147655016
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-26T16:57:27-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.10$0.13$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.05$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.06$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.05$0.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.04$0.16$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.08$0.16$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.12$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.21$0.16$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11
2010Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.08