Aj Schwartze Scholarship Fund Trust II

EIN 43-6685932 • Jefferson City, MO

PO Box 779Jefferson City, MO 65102

Siviq Scores

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

No value available

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

Source year 2018

0.00x

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

<$500k nonprofits • Source year 2018

-21129%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2018

$85

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 173.5% of source-year revenue.

<$500k nonprofits • Source year 2018

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2018

-87%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $14,112 (-100%) from 2015

Liabilities

Flat

Flat from 2015

Net Assets

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue66th percentile Net Margin1st percentile

Revenue

Down

$49

Down $22,777 (-100%) from 2015

Expenses

Down

$10,402

Down $66,613 (-86%) from 2015

Net Income

-$10,353

Up $43,836 (+81%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

Highlighted filing

2018

Assets$0

Liabilities$0

Net Assets$0

Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

Highlighted filing

2018

Revenue$49

Expenses$10,402

Net Income-$10,353

Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: $49
Expenses: $10,402
Net income: -$10,353

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.10	$0.10
2015Summary only. Only limited summary data is available for this year.	$0.14	$0.00		$0.23	$0.77	$0.54
2014Summary only. Only limited summary data is available for this year.	$0.64	$0.00		$0.68	$0.93	$0.25
2013Summary only. Only limited summary data is available for this year.	$0.93	$0.00		$0.07	$0.96	$0.89
2012Summary only. Only limited summary data is available for this year.	$1.82	$0.00		$0.00	$0.96	$0.96
2011Summary only. Only limited summary data is available for this year.	$2.77	$0.00		$0.81	$0.83	$0.02

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 3, 2019
Return Version: 2018v3.0

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CENTRAL TRUST COMPANY	Trustee	-	$85	-	$85

Filing and Contact Details

Filer

Filer Name: Aj Schwartze Scholarship Fund Trust Ii
EIN: 43-6685932
Phone: 5736341298
Address: PO BOX 779, JEFFERSON CITY, MO 65102

Signing Officer

Name: Kristin M Carter
Title: Tax Officer
Phone: 5736341298
Signed: 2019-05-03

Preparer

Firm: Ernst & Young US Llp
Address: 155 N WACKER, CHICAGO, IL 60606
Preparer: Kelly Kowalczyk
Phone: 3128792000

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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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	176
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	25528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	54689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	72279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	85728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	86743
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	86743
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	248365
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	10141
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	25528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	54689
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	72279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	85728
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10317
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	10141
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	335108
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	324967
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LiquidationExplanationStmt/ExplanationTxt	0	SEE ATTACHED STATEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	40
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	9
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	MUTUAL FUND TIMING ADJUSTMENT
ReturnHeader/BuildTS	0	2020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KRISTIN M CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5736341298
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	AJ SCHWARTZE SCHOLARSHIP FUND TRUST II
ReturnHeader/Filer/BusinessNameControlTxt	0	SCHW
ReturnHeader/Filer/EIN	0	436685932
ReturnHeader/Filer/PhoneNum	0	5736341298
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 779
ReturnHeader/Filer/USAddress/CityNm	0	JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MO
ReturnHeader/Filer/USAddress/ZIPCd	0	65102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	729E18674940984E3CC5E2315E8D7BD6753FADA9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	729E18674940984E3CC5E2315E8D7BD6753FADA9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	73.120.221.33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	155 N WACKER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60606
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3128792000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KELLY KOWALCZYK
ReturnHeader/ReturnTs	0	2019-05-03T11:00:18-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

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