Civic Intelligence

St Charles Kiwanis Scholarship and Special Recognition Trust

990EZ • Fiscal year 2017 • EIN 43-1491368

Oct 01, 2016 to Sep 30, 2017 • Filed on Apr 09, 2018

PO Box 724St Charles, MO 63302

(636) 946-2800

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

151%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$257,862

Up $14,828 (+6.1%) from 2016

Net Assets

Up

$257,862

Up $14,828 (+6.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$17,768

Up $10,679 (+151%) from 2016

Expenses

Up

$9,739

Up $83 (+0.9%) from 2016

Net Income

Up

$8,029

Up $10,596 (+413%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $189,724Net Assets 2011: $189,7242011Assets 2012: $212,468Net Assets 2012: $212,4682012Assets 2013: $230,721Liabilities 2013: $02013Assets 2014: $238,508Net Assets 2014: $238,5082014Assets 2015: $224,085Liabilities 2015: $0Net Assets 2015: $224,0852015Assets 2016: $243,034Liabilities 2016: $0Net Assets 2016: $243,0342016Assets 2017: $257,862Liabilities 2017: $0Net Assets 2017: $257,8622017Assets 2018: $260,298Liabilities 2018: $0Net Assets 2018: $260,2982018Assets 2019: $261,682Liabilities 2019: $0Net Assets 2019: $261,6822019Assets 2020: $252,394Liabilities 2020: $0Net Assets 2020: $252,3942020Assets 2021: $287,872Liabilities 2021: $0Net Assets 2021: $287,8722021Assets 2022: $245,950Liabilities 2022: $0Net Assets 2022: $245,9502022Assets 2023: $248,257Liabilities 2023: $0Net Assets 2023: $248,2572023Assets 2024: $297,171Liabilities 2024: $0Net Assets 2024: $297,1712024

Highlighted filing

2017

Assets$257,862
Liabilities$0
Net Assets$257,862

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $34,435Expenses 2011: $35,311Net Income 2011: -$8762011Revenue 2012: $29,494Expenses 2012: $6,750Net Income 2012: $22,7442012Revenue 2013: $25,271Expenses 2013: $7,018Net Income 2013: $18,2532013Revenue 2014: $17,964Expenses 2014: $10,177Net Income 2014: $7,7872014Revenue 2015: $10,861Expenses 2015: $9,806Net Income 2015: $1,0552015Revenue 2016: $7,089Expenses 2016: $9,656Net Income 2016: -$2,5672016Revenue 2017: $17,768Expenses 2017: $9,739Net Income 2017: $8,0292017Revenue 2018: $9,146Expenses 2018: $9,790Net Income 2018: -$6442018Revenue 2019: $10,666Expenses 2019: $11,777Net Income 2019: -$1,1112019Revenue 2020: $2,230Expenses 2020: $10,582Net Income 2020: -$8,3522020Revenue 2021: $15,010Expenses 2021: $9,372Net Income 2021: $5,6382021Revenue 2022: $25,890Expenses 2022: $12,530Net Income 2022: $13,3602022Revenue 2023: $13,111Expenses 2023: $15,776Net Income 2023: -$2,6652023Revenue 2024: $30,317Expenses 2024: $10,510Net Income 2024: $19,8072024

Highlighted filing

2017

Revenue$17,768
Expenses$9,739
Net Income$8,029
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Apr 9, 2018
Return Version
2016v3.0
Gross Receipts
$40,794
Mission and Program Overview

Mission

PROMOTE HIGHER EDUCATION

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AWARDED FOR HIGHER EDUCATION$8,500$8,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY RACKOVANBoard Member-$0--
ALLEN SCHULTEBoard Member-$0--
BRITTNEY SMITHBoard Member-$0--
RON WILLIAMSBoard Member-$0--
MIKE WEBBBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
St Charles Kiwanis Scholarship and
EIN
43-1491368
Phone
6369462800
Address
PO BOX 724, ST CHARLES, MO 63302

Signing Officer

Name
Allen Schulte
Title
Board Member
Phone
6369462800
Signed
2018-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Botz Deal & Company Pc
Address
TWO WESTBURY DRIVE, ST CHARLES, MO 63301-2599
Preparer
Michele Graham CPA
Phone
6369462800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend. Amount: 9,063.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: settlement from broker. Amount: 3,881.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: various individuals. Amount given: 8,500.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain. Amount: 6,799.

Raw XML Appendix170 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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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALLEN SCHULTE
IRS990EZ/BooksInCareOfDetail/PhoneNum06369462800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0TWO WESTBURY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST CHARLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0243034
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0257862
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt023026
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08029
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01239
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt04824
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08500
IRS990EZ/GrossReceiptsAmt040794
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt09063
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0243034
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0257862
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0243034
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0257862
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WENDY RACKOVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLEN SCHULTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTNEY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RON WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt06799
IRS990EZ/OtherRevenueTotalAmt03881
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE HIGHER EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED FOR HIGHER EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt027850
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09739
IRS990EZ/TotalProgramServiceExpensesAmt08500
IRS990EZ/TotalRevenueAmt017768
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.STCHARLESKIWANIS.COM
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0436058283
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KIWANIS CLUB OF ST CHARLES MISSOURI
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND. AMOUNT: 9,063.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SETTLEMENT FROM BROKER. AMOUNT: 3,881.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS INDIVIDUALS. AMOUNT GIVEN: 8,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN. AMOUNT: 6,799.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN SCHULTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum06369462800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST CHARLES KIWANIS SCHOLARSHIP AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SPECIAL RECOGNITION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STCH
ReturnHeader/Filer/EIN0431491368
ReturnHeader/Filer/PhoneNum06369462800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 724
ReturnHeader/Filer/USAddress/CityNm0ST CHARLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C93664FB14E90729E4B1CB7AD37ADEC3155373BD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C93664FB14E90729E4B1CB7AD37ADEC3155373BD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.84.32.70
ReturnHeader/FilingSecurityInformation/IPDt02018-04-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:51:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431064657
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOTZ DEAL & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO WESTBURY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST CHARLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0633012599
ReturnHeader/PreparerPersonGrp/PhoneNum06369462800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE GRAHAM CPA
ReturnHeader/ReturnTs02018-04-11T16:03:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.30$0.11$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.13$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.26$0.13$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.15$0.09$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.02$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.11$0.12$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.18$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.07$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.11$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.39$2.39$0.18$0.10$0.08
2013Summary only. Only limited summary data is available for this year.$2.31$0.00$0.25$0.07$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$2.12$0.29$0.07$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$1.90$0.34$0.35$0.01