Civic Intelligence

Aj Schwartze Scholarship Fund III

EIN 43-6804089 • 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

4th percentile

-995%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$2,023

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 26.6% 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

13th percentile

-70%

Faster revenue growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $75,756 (-100%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Net Assets

Down

$0

Down $75,756 (-100%) from 2020

Revenue

Down

$7,614

Down $17,956 (-70%) from 2020

Expenses

Up

$83,370

Up $69,796 (+514%) from 2020

Net Income

Down

-$75,756

Down $87,752 (-732%) from 2020

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $424,931Liabilities 2011: $02011Assets 2012: $379,089Liabilities 2012: $02012Assets 2013: $337,066Liabilities 2013: $02013Assets 2014: $288,902Liabilities 2014: $02014Assets 2015: $240,450Liabilities 2015: $02015Assets 2018: $90,422Liabilities 2018: $0Net Assets 2018: $90,4222018Assets 2019: $63,749Liabilities 2019: $02019Assets 2020: $75,756Liabilities 2020: $1Net Assets 2020: $75,7562020Assets 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.

$100K$50K$0-$50K-$100KRevenue 2011: $89,146Expenses 2011: $50,728Net Income 2011: $38,4182011Revenue 2012: $15,979Expenses 2012: $61,788Net Income 2012: -$45,8092012Revenue 2013: $8,093Expenses 2013: $50,065Net Income 2013: -$41,9722013Revenue 2014: $15,957Expenses 2014: $64,003Net Income 2014: -$48,0462014Revenue 2015: $10,124Expenses 2015: $58,574Net Income 2015: -$48,4502015Revenue 2018: $21,152Expenses 2018: $52,890Net Income 2018: -$31,7382018Revenue 2019: $9,379Expenses 2019: $35,922Net Income 2019: -$26,5432019Revenue 2020: $25,570Expenses 2020: $13,574Net Income 2020: $11,9962020Revenue 2021: $7,614Expenses 2021: $83,370Net Income 2021: -$75,7562021

Highlighted filing

2021

Revenue$7,614
Expenses$83,370
Net Income-$75,756

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CENTRAL TRUST BANKTrustee-$2,023-$2,023
Filing and Contact Details

Filer

Filer Name
Aj Schwartze Scholarship Fund Iii
EIN
43-6804089
Phone
5736341291
Address
111 E MILLER, JEFFERSON CITY, MO 65101

Signing Officer

Name
Kristin Carter
Title
Trust Officer
Phone
5736341291
Signed
2022-11-07
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 Appendix281 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/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 SCHOLARSHIP FUND III 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/Amt0346
TaxesSchedule/TaxesDetail/CategoryTxt0FIDICUARY INCOME 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/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AJ SCHWARTZE SCHOLARSHIP FUND III
ReturnHeader/Filer/BusinessNameControlTxt0AJSC
ReturnHeader/Filer/EIN0436804089
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/ReturnTs02022-11-10T13:49:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARTER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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