Civic Intelligence

Susan E Sturm Charitable Tr

990PF • Fiscal year 2017 • EIN 39-6783701

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
2901 W Beltline Hwy Ste 201 Rm 201Madison, WI 53713

(608) 273-3100

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-81%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-4.3%

Faster asset growth than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

255%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$128,158

Down $5,698 (-4.3%) from 2016

Net Assets

Down

$128,158

Down $5,698 (-4.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$7,060

Up $5,072 (+255%) from 2016

Expenses

Up

$12,758

Up $520 (+4.2%) from 2016

Net Income

Up

-$5,698

Up $4,552 (+44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2017

Assets$128,158
Liabilities$0
Net Assets$128,158
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

2017

Revenue$7,060
Expenses$12,758
Net Income-$5,698
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay83rd percentile

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 RM 201, MADISON, WI 53713

Signing Officer

Name
John F Suby
Title
Trustee
Phone
6082733100
Signed
2018-05-08
Discuss with paid preparer
Yes

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 Appendix251 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/AccountingFeesDetail/Amt0400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0400
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12015-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PROVIDENT TRUST COMPANY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1PROVIDENT TRUST COMPANY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt011762
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt18902
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt017217
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt17577
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt05455
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-1325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt090160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0193982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PROVIDENT TRUST CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01919
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt04130
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01011
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02930
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04130
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07060
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01919
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01919
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5698
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt024794
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01011
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04130
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0572
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02316
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02316
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02930
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07060
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02358
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02758
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5698
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0128158
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0133856
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0128158
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010516
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010516
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010516
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010522
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/DistributableAmountGrp/TotalTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06
IRS990PF/FMVAssetsEOYAmt0231980
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0133856
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0128158
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0104344
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt090160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0193982
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029512
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037998
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037998
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0133856
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0128158
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0231980
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0133856
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0128158
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0133856
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0128158
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0213635
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029184
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0184451
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03205
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010522
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0210430
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0213635
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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/AdjNetVlNoncharitableAssetsAmt010322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt09999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt09352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt08848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0210430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0195376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0199958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0199946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0187032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0174633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245251
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010394
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010400
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010400
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/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/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/PersonsWithBooksName/BusinessNameLine1Txt0JOHN F SUBY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082733100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
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/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt0648
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09752
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010516
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010400
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09868
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02316
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROVIDENT TRUST MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02316
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12016 990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F SUBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082733100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
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 RM 201
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053713
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD35D3361013BECD5074789C6704DD616CC57F25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD35D3361013BECD5074789C6704DD616CC57F25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:34:48
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/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F SUBY CPA
ReturnHeader/ReturnTs02018-05-10T11:34:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,158
Liabilities
$0
Net assets
$128,158
Revenue
$7,060
Expenses
$12,758
Net income
-$5,698
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