Civic Intelligence

Walter and Anna Soneson Scholarship Fund Trust

990PF • Fiscal year 2011 • EIN 41-6018233

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 25, 2012

Organization Profile
P O Box 64713 Trust Tax Services55164-0713
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

85th percentile

$8,685

Higher top officer pay than 85% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$567,338

Down $10,568 (-1.8%) from 2010

Net Assets

Down

$567,338

Down $10,557 (-1.8%) from 2010

Liabilities

Down

$0

Down $11 (-100%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$41,320

Up $3,547 (+9.4%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$800K$600K$400K$200K$0Assets 2010: $577,906Liabilities 2010: $11Net Assets 2010: $577,8952010Assets 2011: $567,338Liabilities 2011: $0Net Assets 2011: $567,3382011Assets 2012: $549,688Liabilities 2012: $0Net Assets 2012: $549,6882012Assets 2013: $566,244Liabilities 2013: $220Net Assets 2013: $566,0242013Assets 2014: $652,503Liabilities 2014: $0Net Assets 2014: $652,5032014Assets 2015: $673,500Liabilities 2015: $0Net Assets 2015: $673,5002015Assets 2016: $649,608Liabilities 2016: $0Net Assets 2016: $649,6082016Assets 2017: $664,686Liabilities 2017: $0Net Assets 2017: $664,6862017Assets 2018: $659,562Liabilities 2018: $0Net Assets 2018: $659,5622018Assets 2019: $637,913Liabilities 2019: $0Net Assets 2019: $637,9132019Assets 2020: $611,149Liabilities 2020: $0Net Assets 2020: $611,1492020Assets 2021: $601,656Liabilities 2021: $0Net Assets 2021: $601,6562021Assets 2022: $571,169Liabilities 2022: $0Net Assets 2022: $571,1692022Assets 2023: $549,757Liabilities 2023: $0Net Assets 2023: $549,7572023Assets 2024: $533,627Liabilities 2024: $0Net Assets 2024: $533,6272024

Highlighted filing

2011

Assets$567,338
Liabilities$0
Net Assets$567,338
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $37,7732010Expenses 2011: $41,3202011Expenses 2012: $42,8872012Revenue 2013: $60,320Expenses 2013: $43,981Net Income 2013: $16,3392013Revenue 2014: $149,021Expenses 2014: $62,547Net Income 2014: $86,4742014Revenue 2015: $43,106Expenses 2015: $22,164Net Income 2015: $20,9422015Revenue 2016: $3,182Expenses 2016: $27,070Net Income 2016: -$23,8882016Revenue 2017: $52,595Expenses 2017: $37,483Net Income 2017: $15,1122017Revenue 2018: $40,047Expenses 2018: $45,169Net Income 2018: -$5,1222018Revenue 2019: $29,389Expenses 2019: $51,035Net Income 2019: -$21,6462019Revenue 2020: $32,929Expenses 2020: $59,679Net Income 2020: -$26,7502020Revenue 2021: $50,985Expenses 2021: $60,474Net Income 2021: -$9,4892021Revenue 2022: $23,546Expenses 2022: $54,034Net Income 2022: -$30,4882022Revenue 2023: $29,016Expenses 2023: $50,412Net Income 2023: -$21,3962023Revenue 2024: $45,799Expenses 2024: $61,926Net Income 2024: -$16,1272024

Highlighted filing

2011

Revenue-
Expenses$41,320
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 25, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrusteePT$8,685-$8,685
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCARLY JOHNSONSCHOLARSHIPN/ADULUTH, MN, US$3,250
Paid GrantMADISON PERTLERSCHOLARSHIPN/AST PAUL, MN, US$3,250
Paid GrantKYLE AKERVIKSCHOLARSHIPN/ADULUTH, MN, US$3,000
Paid GrantAMY NORGRENSCHOLARSHIPNADULUTH, MN, US$3,000
Paid GrantELIZABETH TARALDSENSCHOLARSHIPNADULUTH, MN, US$3,000
Paid GrantMELISSA KUBIAKSCHOLARSHIPN/ADULUTH, MN, US$3,000
Paid Grant-SCHOLARSHIPN/ADULUTH, MN, US$3,000
Paid GrantBRIAN JOHNSONSCHOLARSHIPN/ADULUTH, MN, US$1,625
Paid GrantMAIA DALAGERSCHOLARSHIPN/AMORRIS, MN, US$1,625
Paid GrantELIZABETH MADOLESCHOLARSHIPN/ADULUTH, MN, US$1,625
Paid GrantJONATHAN OPACICHSCHOLARSHIPN/ADULUTH, MN, US$1,625
Paid GrantKYLE NORTHSCHOLARSHIPN/AHOUGHTON, MI, US$1,500
Paid GrantBRITTANEE PFABSCHOLARSHIPN/ADULUTH, MN, US$1,500
Filing and Contact Details

Filer

EIN
41-6018233
Raw XML AppendixShowing 400 of 777 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192009-04-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212010-01-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222009-05-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232010-10-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-05-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-06-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-08-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-09-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182011-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-10-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202011-11-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212011-11-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222011-12-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232011-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset05000. CISCO SYS INC 5.250% 2/22/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1300. HEWLETT PACKARD CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset274.427 PRICE T ROWE GROWTH STK FD INC #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3365.23 EATON VANCE LARGE CAP VAL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4549.222 NUVEEN INTL SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51012.146 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset636. IPATH DOW JONES UBS COMMODITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7536.607 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8143.069 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset942. FRONTIER COMMUNICATIONS CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1016.773 GOLDMAN SACHS M C VALUE CL INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11222.222 GOLDMAN SACHS M C VALUE CL INST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1357. ISHARES S&P SMALLCAP 600 INDEX E T F
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1415. ISHARES S&P SMALLCAP 600 INDEX E T F
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset151279.608 NUVEEN MID CAP INDEX FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1696.309 NUVEEN MID CAP INDEX FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1725. GOLDMAN SACHS GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18100. WELLS FARGO CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19574.132 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2078. ISHARES MSCI EMERGING MKTS E T F
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21750. ISHARES MSCI EMERGING MKTS E T F
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22317.931 BLACKROCK CAPITAL APPREC BR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23803.665 NUVEEN INTL SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-301
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12592
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2458
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31823
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-355
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-5
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-21
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-478
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13-410
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss167
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20-572
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss213714
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss222001
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23-1222
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss247
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-301
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12592
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2458
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31823
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses439
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5499
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6197
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-355
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses845
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-5
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses112316
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-478
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13-410
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15-142
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses167
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17-877

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$567,338
Liabilities
$0
Net assets
$567,338
Revenue
-
Expenses
$41,320
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.46$0.62$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.29$0.50$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.24$0.54$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.51$0.60$0.09
2020Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.33$0.60$0.27
2019Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.29$0.51$0.22
2018Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.40$0.45$0.05
2017Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.53$0.37$0.15
2016Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.03$0.27$0.24
2015Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.43$0.22$0.21
2014Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$1.49$0.63$0.86
2013Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.60$0.44$0.16
2012Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.43
2011Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.41
2010Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.38