Civic Intelligence

Susan E Sturm Charitable Tr

990PF • Fiscal year 2020 • EIN 39-6783701

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 15, 2021

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

(608) 273-3100

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

8.8%

Faster asset growth than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

137%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$150,754

Up $12,130 (+8.8%) from 2019

Net Assets

Up

$150,754

Up $12,130 (+8.8%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin87th percentile

Revenue

Up

$26,279

Up $15,178 (+137%) from 2019

Expenses

Down

$14,149

Down $882 (-5.9%) from 2019

Net Income

Up

$12,130

Up $16,060 (+409%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2020

Assets$150,754
Liabilities$1
Net Assets$150,754
Open 2020 Filing

Operations Trend

Revenue Growth95th 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

2020

Revenue$26,279
Expenses$14,149
Net Income$12,130
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 15, 2021
Return Version
2020v4.0
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, MADISON, WI 53713

Signing Officer

Name
John F Suby
Title
Trustee
Phone
6082733100
Signed
2021-06-15
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 Appendix236 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt069498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0189708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PROVIDENT TRUST CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02806
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023003
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0470
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt026279
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt026279
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023003
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02806
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02806
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt012130
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt048342
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0470
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0470
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023003
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023530
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02677
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02677
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02749
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt026279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt026279
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02749
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt020871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt028958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt212303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023003
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012130
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0150754
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0138624
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0150754
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011811
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011811
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011811
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012138
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0327
IRS990PF/DistributableAmountGrp/TotalTaxAmt0327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0277
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt050
IRS990PF/FMVAssetsEOYAmt0270964
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0138624
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0150754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt088005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt069498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0189708
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050619
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt081256
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt081256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0138624
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0150754
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0270964
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0138624
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0150754
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0138624
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0150754
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0246455
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077193
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0169262
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03697
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012138
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0242758
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0246455
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011400
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011400
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011400
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/Amt011000
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/TotalGrantOrContriPdDurYrAmt011000
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/AppliedToCurrentYearAmt01076
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010324
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011811
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011400
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010735
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010324
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02677
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROVIDENT TRUST MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02677
TaxesSchedule/TaxesDetail/Amt057
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12019 990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt057
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F SUBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082733100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-15
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/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/PreparationDt02021-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F SUBY CPA
ReturnHeader/ReturnTs02021-06-29T11:13:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUBY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,754
Liabilities
$1
Net assets
$150,754
Revenue
$26,279
Expenses
$14,149
Net income
$12,130
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