Civic Intelligence

A J Schwartze Helias High School Scholarship Fund Trust III

EIN 43-6837622 • 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

-139%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$2,252

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.5% 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

95th percentile

254%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $69,927 (-100%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Net Assets

Down

$0

Down $69,927 (-100%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Up

$50,448

Up $36,188 (+254%) from 2020

Expenses

Up

$120,375

Up $92,914 (+338%) from 2020

Net Income

Down

-$69,927

Down $56,726 (-430%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2011: $426,145Liabilities 2011: $02011Assets 2012: $397,957Liabilities 2012: $02012Assets 2013: $358,009Liabilities 2013: $02013Assets 2014: $309,559Liabilities 2014: $02014Assets 2015: $247,892Liabilities 2015: $02015Assets 2018: $107,160Liabilities 2018: $0Net Assets 2018: $107,1602018Assets 2019: $83,115Liabilities 2019: $02019Assets 2020: $69,927Liabilities 2020: $1Net Assets 2020: $69,9272020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $70,790Expenses 2011: $47,473Net Income 2011: $23,3172011Revenue 2012: $9,793Expenses 2012: $37,984Net Income 2012: -$28,1912012Revenue 2013: $23,872Expenses 2013: $63,785Net Income 2013: -$39,9132013Revenue 2014: $18,475Expenses 2014: $66,795Net Income 2014: -$48,3202014Revenue 2015: $11,540Expenses 2015: $73,208Net Income 2015: -$61,6682015Revenue 2018: $21,531Expenses 2018: $50,689Net Income 2018: -$29,1582018Revenue 2019: $7,294Expenses 2019: $31,245Net Income 2019: -$23,9512019Revenue 2020: $14,260Expenses 2020: $27,461Net Income 2020: -$13,2012020Revenue 2021: $50,448Expenses 2021: $120,375Net Income 2021: -$69,9272021

Highlighted filing

2021

Revenue$50,448
Expenses$120,375
Net Income-$69,927
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$50,448
Expenses
$120,375
Net income
-$69,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.50$1.20$0.70
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.14$0.27$0.13
2019Summary only. Only limited summary data is available for this year.$0.83$0.00$0.07$0.31$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.22$0.51$0.29
2015Summary only. Only limited summary data is available for this year.$2.48$0.00$0.12$0.73$0.62
2014Summary only. Only limited summary data is available for this year.$3.10$0.00$0.18$0.67$0.48
2013Summary only. Only limited summary data is available for this year.$3.58$0.00$0.24$0.64$0.40
2012Summary only. Only limited summary data is available for this year.$3.98$0.00$0.10$0.38$0.28
2011Summary only. Only limited summary data is available for this year.$4.26$0.00$0.71$0.47$0.23
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
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CENTRAL TRUST BANKTrustee-$2,252-$2,252
Filing and Contact Details

Filer

Filer Name
Aj Schwartze Helias High School Scholars
EIN
43-6837622
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 Appendix302 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/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0116848
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03593
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt054280
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt054280
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0254208
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0113495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054429
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0117088
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0113495
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0308488
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0194993
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 HELIAS HIGH SCHOOL 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/Amt062
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0FIDICUARY INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt113
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 HELIAS HIGH SCHOOL SCHOLARS
ReturnHeader/Filer/BusinessNameControlTxt0AJSC
ReturnHeader/Filer/EIN0436837622
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/ReturnTs02022-11-10T13:49:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARTER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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