Civic Intelligence

Susan E Sturm Charitable Tr

990PF • Fiscal year 2014 • EIN 39-6783701

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization Profile
2901 W Beltline Hwy Ste 201Room/Suite 201Madison, WI 53713

(608) 273-3100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$140,014

Down $4,296 (-3.0%) from 2013

Net Assets

Down

$140,014

Down $4,296 (-3.0%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses

Revenue

Up

$7,306

Up $2,892 (+66%) from 2013

Expenses

Up

$11,602

Up $821 (+7.6%) from 2013

Net Income

Up

-$4,296

Up $2,071 (+33%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $148,776Liabilities 2011: $12011Assets 2012: $150,677Liabilities 2012: $0Net Assets 2012: $150,6772012Assets 2013: $144,310Liabilities 2013: $1Net Assets 2013: $144,3102013Assets 2014: $140,014Liabilities 2014: $1Net Assets 2014: $140,0142014Assets 2015: $144,106Liabilities 2015: $1Net Assets 2015: $144,1062015Assets 2016: $133,856Liabilities 2016: $0Net Assets 2016: $133,8562016Assets 2017: $128,158Liabilities 2017: $0Net Assets 2017: $128,1582017Assets 2018: $142,554Liabilities 2018: $0Net Assets 2018: $142,5542018Assets 2019: $138,624Liabilities 2019: $1Net Assets 2019: $138,6242019Assets 2020: $150,754Liabilities 2020: $1Net Assets 2020: $150,7542020Assets 2021: $168,696Liabilities 2021: $1Net Assets 2021: $168,6962021Assets 2022: $167,496Liabilities 2022: $1Net Assets 2022: $167,4962022Assets 2023: $161,190Liabilities 2023: $1Net Assets 2023: $161,1902023Assets 2024: $165,429Liabilities 2024: $0Net Assets 2024: $165,4292024

Highlighted filing

2014

Assets$140,014
Liabilities$1
Net Assets$140,014
Open 2014 Filing

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $1,306Expenses 2011: $10,314Net Income 2011: -$9,0082011Expenses 2012: $10,8062012Revenue 2013: $4,414Expenses 2013: $10,781Net Income 2013: -$6,3672013Revenue 2014: $7,306Expenses 2014: $11,602Net Income 2014: -$4,2962014Revenue 2015: $16,353Expenses 2015: $12,261Net Income 2015: $4,0922015Revenue 2016: $1,988Expenses 2016: $12,238Net Income 2016: -$10,2502016Revenue 2017: $7,060Expenses 2017: $12,758Net Income 2017: -$5,6982017Revenue 2018: $27,442Expenses 2018: $13,046Net Income 2018: $14,3962018Revenue 2019: $11,101Expenses 2019: $15,031Net Income 2019: -$3,9302019Revenue 2020: $26,279Expenses 2020: $14,149Net Income 2020: $12,1302020Revenue 2021: $32,942Expenses 2021: $15,000Net Income 2021: $17,9422021Revenue 2022: $16,320Expenses 2022: $17,520Net Income 2022: -$1,2002022Revenue 2023: $10,176Expenses 2023: $16,482Net Income 2023: -$6,3062023Revenue 2024: $20,175Expenses 2024: $15,936Net Income 2024: $4,2392024

Highlighted filing

2014

Revenue$7,306
Expenses$11,602
Net Income-$4,296
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F SUBYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Susan E Sturm Charitable Trust
EIN
39-6783701
Phone
6082733100
Address
2901 W BELTLINE HWY STE 201, ROOM/SUITE 201, MADISON, WI 53713

Signing Officer

Name
John F Suby
Title
Trustee
Phone
6082733100
Signed
2015-05-05

Preparer

Firm
John F Suby and Associates Sc
Address
2901 W BELTLINE HIGHWAY STE 201, MADISON, WI 53713
Preparer
John F Suby CPA
Phone
6082733100
Raw XML Appendix376 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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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0199946
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0202991
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN F SUBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02901 WEST BELTLINE HWY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SUITE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053713
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt08721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt08848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt08253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt07516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.063719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0199946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0187032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0174633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0177093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0166293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0150598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.252813
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09352
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09352
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09352
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN F SUBY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02901 WEST BELTLINE HWY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0SUITE 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053713
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082733100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09352
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CHURCH ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST PAUL LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0742 DEPOT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MANAWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054949
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09352
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09352
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09987
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09352
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09987
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROVIDENT TRUST MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02250
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F SUBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082733100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN E STURM CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOHN F SUBY TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0396783701
ReturnHeader/Filer/PhoneNum06082733100
ReturnHeader/Filer/USAddress/AddressLine1Txt02901 W BELTLINE HWY STE 201
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 201
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270420681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN F SUBY AND ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 W BELTLINE HIGHWAY STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053713
ReturnHeader/PreparerPersonGrp/PhoneNum06082733100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F SUBY CPA
ReturnHeader/ReturnTs02015-05-14T09:25:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,014
Liabilities
$1
Net assets
$140,014
Revenue
$7,306
Expenses
$11,602
Net income
-$4,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.20$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.10$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.16$0.18$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.33$0.15$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.26$0.14$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.11$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.27$0.13$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.13$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.02$0.12$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.16$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.04$0.11$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$0.01$0.10$0.09