Civic Intelligence

Vivian Fraser Schuh Res Tr U/W 16083 Nect

990PF • Fiscal year 2013 • EIN 41-6211919

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 24, 2014

P O Box 64713 Trust Tax Services55164-0713

(866) 949-4417

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

6th percentile

-102%

Higher net margin than 6% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

64th percentile

$12,821

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 43.7% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$735,025

Down $29,077 (-3.8%) from 2012

Net Assets

Down

$734,230

Down $29,872 (-3.9%) from 2012

Liabilities

Up

$795

Up $795 from 2012

Revenue

$29,366

No earlier filing loaded for comparison.

Expenses

Down

$59,234

Down $2,666 (-4.3%) from 2012

Net Income

-$29,868

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $668,843Liabilities 2010: $0Net Assets 2010: $668,8432010Assets 2011: $659,201Liabilities 2011: $0Net Assets 2011: $659,2012011Assets 2012: $764,102Liabilities 2012: $0Net Assets 2012: $764,1022012Assets 2013: $735,025Liabilities 2013: $795Net Assets 2013: $734,2302013Assets 2014: $737,732Liabilities 2014: $199Net Assets 2014: $737,5332014Assets 2015: $711,919Liabilities 2015: $0Net Assets 2015: $711,9192015Assets 2016: $715,681Liabilities 2016: $0Net Assets 2016: $715,6812016Assets 2017: $724,181Liabilities 2017: $0Net Assets 2017: $724,1812017Assets 2018: $729,439Liabilities 2018: $0Net Assets 2018: $729,4392018Assets 2019: $711,363Liabilities 2019: $0Net Assets 2019: $711,3632019Assets 2020: $726,831Liabilities 2020: $0Net Assets 2020: $726,8312020Assets 2021: $774,234Liabilities 2021: $0Net Assets 2021: $774,2342021Assets 2022: $760,422Liabilities 2022: $0Net Assets 2022: $760,4222022Assets 2023: $729,454Liabilities 2023: $0Net Assets 2023: $729,4542023Assets 2024: $836,949Liabilities 2024: $0Net Assets 2024: $836,9492024

Highlighted filing

2013

Assets$735,025
Liabilities$795
Net Assets$734,230

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $50,3722010Expenses 2011: $53,8752011Expenses 2012: $61,9002012Revenue 2013: $29,366Expenses 2013: $59,234Net Income 2013: -$29,8682013Revenue 2014: $56,756Expenses 2014: $53,456Net Income 2014: $3,3002014Revenue 2015: $27,980Expenses 2015: $53,597Net Income 2015: -$25,6172015Revenue 2016: $54,484Expenses 2016: $51,580Net Income 2016: $2,9042016Revenue 2017: $38,951Expenses 2017: $30,547Net Income 2017: $8,4042017Revenue 2018: $44,553Expenses 2018: $38,528Net Income 2018: $6,0252018Revenue 2019: $33,224Expenses 2019: $51,231Net Income 2019: -$18,0072019Revenue 2020: $63,820Expenses 2020: $48,346Net Income 2020: $15,4742020Revenue 2021: $65,585Expenses 2021: $18,179Net Income 2021: $47,4062021Revenue 2022: $41,974Expenses 2022: $55,778Net Income 2022: -$13,8042022Revenue 2023: $23,220Expenses 2023: $54,185Net Income 2023: -$30,9652023Revenue 2024: $163,786Expenses 2024: $52,177Net Income 2024: $111,6092024

Highlighted filing

2013

Revenue$29,366
Expenses$59,234
Net Income-$29,868
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 24, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Corporate TrusteePT$12,821-$12,821
Filing and Contact Details

Filer

EIN
41-6211919
Phone
8669494417

Signing Officer

Name
Karen Bassett
Title
Corp. Trustee
Phone
8669494417
Signed
2014-04-24
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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/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0797594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0777254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0801132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0758386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0662826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0779535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.321555
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045500
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045500
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10800 NICOLLET MALL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MINNEAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode055402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10U S BANK NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum08669494417
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt041556
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CARROLL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10ATTN SUE SAXHAUG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0WAUKESHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0531863103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041556
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/AppliedToCurrentYearAmt039520
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012127
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039413
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04761
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012127
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05980
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060949
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054969
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0998
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0998
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1998
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0998
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01948
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0335
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0335
OtherDecreasesSchedule/OtherDecreasesDetail/Amount04
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt082
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0RETURN OF CAPITAL
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0795
TaxesSchedule/TaxesDetail/Amt0834
TaxesSchedule/TaxesDetail/Amt11540
TaxesSchedule/TaxesDetail/Amt2335
TaxesSchedule/TaxesDetail/Amt370
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2335
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt370
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN BASSETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORP. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08669494417
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10VIVIAN FRASER SCHUH RES TR UW 35160830
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0416211919
ReturnHeader/Filer/PhoneNum08669494417
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 64713 TRUST TAX SERVICES
ReturnHeader/Filer/USAddress/City0ST PAUL
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode0551640713
ReturnHeader/ReturnTs02014-05-01T11:53:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$1.64$0.52$1.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.29$0.00$7.29$0.23$0.54$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.60$0.00$7.60$0.42$0.56$0.14
2021Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.66$0.18$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.00$7.27$0.64$0.48$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.33$0.51$0.18
2018Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.45$0.39$0.06
2017Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.39$0.31$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.54$0.52$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.28$0.54$0.26
2014Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.57$0.53$0.03
2013Detailed filing. Detailed filing data is available for this year.$7.35$0.01$7.34$0.29$0.59$0.30
2012Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.62
2011Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.54
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.00$6.69$0.50