Civic Intelligence

Aj Schwartze Scholarship Fund Trust

EIN 43-6550546 • Jefferson City, MO

111 E MillerJefferson City, MO 65101
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

10th percentile

-142%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$2,172

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

547%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $63,775 (-100%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Net Assets

Down

$0

Down $63,775 (-100%) from 2020

Revenue

Up

$44,841

Up $37,913 (+547%) from 2020

Expenses

Up

$108,616

Up $96,873 (+825%) from 2020

Net Income

Down

-$63,775

Down $58,960 (-1225%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $328,562Liabilities 2011: $02011Assets 2012: $291,042Liabilities 2012: $02012Assets 2013: $240,781Liabilities 2013: $02013Assets 2014: $189,666Liabilities 2014: $02014Assets 2015: $145,965Liabilities 2015: $02015Assets 2018: $84,027Liabilities 2018: $0Net Assets 2018: $84,0272018Assets 2019: $70,248Liabilities 2019: $02019Assets 2020: $63,775Liabilities 2020: $1Net Assets 2020: $63,7752020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $77,112Expenses 2011: $66,312Net Income 2011: $10,8002011Revenue 2012: $28,642Expenses 2012: $66,166Net Income 2012: -$37,5242012Revenue 2013: $12,828Expenses 2013: $62,829Net Income 2013: -$50,0012013Revenue 2014: $10,217Expenses 2014: $63,285Net Income 2014: -$53,0682014Revenue 2015: $12,093Expenses 2015: $53,765Net Income 2015: -$41,6722015Revenue 2018: $7,612Expenses 2018: $22,638Net Income 2018: -$15,0262018Revenue 2019: $8,949Expenses 2019: $22,764Net Income 2019: -$13,8152019Revenue 2020: $6,928Expenses 2020: $11,743Net Income 2020: -$4,8152020Revenue 2021: $44,841Expenses 2021: $108,616Net Income 2021: -$63,7752021

Highlighted filing

2021

Revenue$44,841
Expenses$108,616
Net Income-$63,775

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CENTRAL TRUST BANKTrustee-$2,172-$2,172
Filing and Contact Details

Filer

Filer Name
Aj Schwartze Fatima Scholarship Fund Tru
EIN
43-6550546
Phone
5736341291
Address
111 E MILLER, JEFFERSON CITY, MO 65101

Signing Officer

Name
Kristin Carter
Title
Trust Officer
Phone
5736341291
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Williams-keepers LLC
Address
3220 WEST EDGEWOOD SUITE E, JEFFERSON CITY, MO 65109
Preparer
Kathleen a Graessle
Phone
5736356196
Raw XML Appendix295 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/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021774
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021774
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0162805
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt099911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025516
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105472
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt099911
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0184579
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084668
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE TRUST HAS TRANSFERRED ALL OF ITS ASSETS TO ANOTHER PRIVATE FOUNDATION PURSUANT TO THE MERGER AGREEMENT. ALL OF ITS ASSETS WERE TRANSFERRED TO THE TRANSFEREE, A J SCHWARTZE COMMUNITY FOUNDATION, AS OF DECEMBER 31, 2021. ON THIS DATE THE AJ SCHWARTZE FATIMA SCHOLARSHIP FUND TRUST 1 HAD NO ASSETS. IT IS OUR UNDERSTANDING THAT A TRANSFER PURSUANT TO SECTION 507(B)(2) CONSTITUTES A TERMINATION OF THE TRUST'S PRIVATE FOUNDATION STATUS UNDER SECTION 507(A)(1).
TaxesSchedule/TaxesDetail/Amt012
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05736341291
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AJ SCHWARTZE FATIMA SCHOLARSHIP FUND TRU
ReturnHeader/Filer/BusinessNameControlTxt0AJSC
ReturnHeader/Filer/EIN0436550546
ReturnHeader/Filer/PhoneNum05736341291
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 E MILLER
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431126847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS-KEEPERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03220 WEST EDGEWOOD SUITE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JEFFERSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065109
ReturnHeader/PreparerPersonGrp/PhoneNum05736356196
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A GRAESSLE
ReturnHeader/ReturnTs02022-11-10T13:49:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARTER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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