Civic Intelligence

Susan E Sturm Charitable Tr

990PF • Fiscal year 2019 • EIN 39-6783701

Jan 01, 2019 to Dec 31, 2019 • Filed on May 12, 2020

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-60%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$138,624

Down $3,930 (-2.8%) from 2018

Net Assets

Down

$138,624

Down $3,930 (-2.8%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin13th percentile

Revenue

Down

$11,101

Down $16,341 (-60%) from 2018

Expenses

Up

$15,031

Up $1,985 (+15%) from 2018

Net Income

Down

-$3,930

Down $18,326 (-127%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2019

Assets$138,624
Liabilities$1
Net Assets$138,624
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$11,101
Expenses$15,031
Net Income-$3,930
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-05-12
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 Appendix245 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0400
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02009-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12015-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PROVIDENT TRUST COMPANY
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02144
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt15032
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt09140
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt15002
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12019-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt06996
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt088005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0200171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PROVIDENT TRUST CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03507
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt06966
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011101
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03507
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03507
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3930
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014142
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0628
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0628
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06966
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01504
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02581
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02581
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011101
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02631
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03031
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3930
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0138624
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0142554
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0138624
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011696
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011696
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011711
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015
IRS990PF/DistributableAmountGrp/TotalTaxAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt015
IRS990PF/FMVAssetsEOYAmt0250790
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0142554
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0138624
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt074422
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt088005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0200171
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt068132
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050619
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050619
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0142554
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0138624
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0250790
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0142554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0138624
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0142554
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0138624
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0237785
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059760
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0178025
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03567
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011711
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0234218
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0237785
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
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt011349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt011364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt09999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt09999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0234218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0231560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0210430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0195376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0199958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0199946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242264
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012385
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012400
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt015
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012400
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Amt012000
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/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt01372
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011028
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011696
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012400
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010324
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011028
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02581
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROVIDENT TRUST MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02581
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/Amt118
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12018 990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt118
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F SUBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082733100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
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/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/PreparationDt02020-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F SUBY CPA
ReturnHeader/ReturnTs02020-05-14T15:52:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,624
Liabilities
$1
Net assets
$138,624
Revenue
$11,101
Expenses
$15,031
Net income
-$3,930
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