Civic Intelligence

Stevens-Schroeder Scholarship Trust

990PF • Fiscal year 2020 • EIN 45-6913410

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 27, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$1,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 33.4% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-61%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$140,278

Up $13,363 (+11%) from 2019

Net Assets

Up

$140,278

Up $13,363 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin59th percentile

Revenue

Down

$2,996

Down $4,718 (-61%) from 2019

Expenses

Down

$2,682

Down $10,121 (-79%) from 2019

Net Income

Up

$314

Up $5,403 (+106%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2020

Assets$140,278
Liabilities$0
Net Assets$140,278
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$2,996
Expenses$2,682
Net Income$314
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH HENDERSONTrustee-$1,000-$1,000
KEITH BRUSTUENTrustee-$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
2021-07-27
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 Appendix223 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0140278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TD AMERITRADE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0140278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01296
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01698
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02996
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02996
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01698
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01296
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01296
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0314
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01698
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01698
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0819
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0844
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02682
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02996
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01097
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01698
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0314
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013049
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0140278
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0126915
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0140278
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05869
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05869
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05869
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05895
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026
IRS990PF/DistributableAmountGrp/TotalTaxAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt060
IRS990PF/FMVAssetsEOYAmt0140278
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0126915
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0140278
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0126915
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0140278
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0140278
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0126915
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0140278
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0140278
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0126915
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0140278
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0126915
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0140278
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0119688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0119688
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01795
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05895
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0117893
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0119688
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEITH HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEITH BRUSTUEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0706 S 11TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1321 N 5TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTEVIDEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MONTEVIDEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd056265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd156265
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01525
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01525
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01525
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KEITH HENDERSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0706 S 11TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTEVIDEO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd056265
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03202262736
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01525
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0698
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0698
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0698
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01525
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0698
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03646
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MN ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0819
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0819
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013049
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/Amt160
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1990PF INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt028
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03202696491
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-27
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/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/PreparationDt02021-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B KNUTSON
ReturnHeader/ReturnTs02021-08-02T13:28:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENDERSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,278
Liabilities
$0
Net assets
$140,278
Revenue
$2,996
Expenses
$2,682
Net income
$314
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
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.03$0.03$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits