Civic Intelligence

Stevens-Schroeder Scholarship Trust

990PF • Fiscal year 2019 • EIN 45-6913410

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 29, 2020

Organization Profile
706 S 11th StMontevideo, MN 56265

(320) 226-2736

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

9th percentile

-66%

Higher net margin than 9% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$900

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

28%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$126,915

Up $11,751 (+10%) from 2018

Net Assets

Up

$126,915

Up $11,751 (+10%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Up

$7,714

Up $1,694 (+28%) from 2018

Expenses

Up

$12,803

Up $7,111 (+125%) from 2018

Net Income

Down

-$5,089

Down $5,417 (-1652%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2014: $121,129Liabilities 2014: $0Net Assets 2014: $121,1292014Assets 2015: $110,743Liabilities 2015: $0Net Assets 2015: $110,7432015Assets 2016: $114,425Liabilities 2016: $0Net Assets 2016: $114,4252016Assets 2018: $115,164Liabilities 2018: $0Net Assets 2018: $115,1642018Assets 2019: $126,915Liabilities 2019: $0Net Assets 2019: $126,9152019Assets 2020: $140,278Liabilities 2020: $0Net Assets 2020: $140,2782020Assets 2021: $149,599Liabilities 2021: $0Net Assets 2021: $149,5992021Assets 2022: $106,079Liabilities 2022: $0Net Assets 2022: $106,0792022Assets 2023: $101,616Liabilities 2023: $12023Assets 2024: $92,570Liabilities 2024: $0Net Assets 2024: $92,5702024

Highlighted filing

2019

Assets$126,915
Liabilities$0
Net Assets$126,915
Open 2019 Filing

Operations Trend

Revenue Growth79th percentile

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

$20K$10K$0-$10K-$20KRevenue 2014: $10,092Expenses 2014: $1,639Net Income 2014: $8,4532014Revenue 2015: $1,836Expenses 2015: $8,176Net Income 2015: -$6,3402015Revenue 2016: $4,758Expenses 2016: $7,618Net Income 2016: -$2,8602016Revenue 2018: $6,020Expenses 2018: $5,692Net Income 2018: $3282018Revenue 2019: $7,714Expenses 2019: $12,803Net Income 2019: -$5,0892019Revenue 2020: $2,996Expenses 2020: $2,682Net Income 2020: $3142020Revenue 2021: $8,535Expenses 2021: $11,370Net Income 2021: -$2,8352021Revenue 2022: $6,168Expenses 2022: $19,000Net Income 2022: -$12,8322022Revenue 2023: $9,702Expenses 2023: $18,251Net Income 2023: -$8,5492023Revenue 2024: $8,889Expenses 2024: $17,921Net Income 2024: -$9,0322024

Highlighted filing

2019

Revenue$7,714
Expenses$12,803
Net Income-$5,089
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH HENDERSONTrustee-$900-$900
CHRISTOPHER LIESKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stevens-schroeder Scholarship Trust
EIN
45-6913410
Phone
3202262736
Address
706 S 11TH ST, MONTEVIDEO, MN 56265

Signing Officer

Name
Keith Henderson
Title
Trustee
Phone
3202696491
Signed
2020-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Dana F Cole & Company Llp
Address
PO BOX 502, MONTEVIDEO, MN 56265
Preparer
James B Knutson
Phone
3202692146
Raw XML Appendix280 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/ExcessFromCurrentYearAmt0698
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011505
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0698
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0698
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04863
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MN ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0845
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0845
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016840
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1990PF INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt063
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03202696491
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVENS-SCHROEDER SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0456913410
ReturnHeader/Filer/PhoneNum03202262736
ReturnHeader/Filer/USAddress/AddressLine1Txt0706 S 11TH ST
ReturnHeader/Filer/USAddress/CityNm0MONTEVIDEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056265
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038724136C8D1C16B10B0F081E38865374640B5D3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId038724136C8D1C16B10B0F081E38865374640B5D3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.33.224.98
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:54:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470526649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANA F COLE & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTEVIDEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056265
ReturnHeader/PreparerPersonGrp/PhoneNum03202692146
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B KNUTSON
ReturnHeader/ReturnTs02020-07-15T10:54:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,915
Liabilities
$0
Net assets
$126,915
Revenue
$7,714
Expenses
$12,803
Net income
-$5,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.09$0.18$0.09
2023Summary only. Only limited summary data is available for this year.$1.02$0.00$0.10$0.18$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.06$0.19$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.09$0.11$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08$0.13$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.06$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.08$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.02$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.02$0.08
Peer Organizations

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