Civic Intelligence

Francis W and Marietta Schaefer Foundation Trust

990PF • Fiscal year 2013 • EIN 46-3242784

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 04, 2014

111 E Miller St65101

(573) 634-1234

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$100

No earlier filing loaded for comparison.

Net Assets

$100

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$950

No earlier filing loaded for comparison.

Expenses

$850

No earlier filing loaded for comparison.

Net Income

$100

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $100Liabilities 2013: $0Net Assets 2013: $1002013Assets 2014: $49,736Liabilities 2014: $0Net Assets 2014: $49,7362014Assets 2015: $47,017Liabilities 2015: $0Net Assets 2015: $47,0172015Assets 2016: $45,267Liabilities 2016: $0Net Assets 2016: $45,2672016Assets 2018: $48,134Liabilities 2018: $4152018Assets 2019: $45,880Liabilities 2019: $02019Assets 2020: $79,785Liabilities 2020: $0Net Assets 2020: $79,7852020Assets 2021: $236,569Liabilities 2021: $0Net Assets 2021: $236,5692021Assets 2022: $377,356Liabilities 2022: $0Net Assets 2022: $377,3562022Assets 2023: $416,727Liabilities 2023: $0Net Assets 2023: $416,7272023Assets 2024: $755,172Liabilities 2024: $0Net Assets 2024: $755,1722024

Highlighted filing

2013

Assets$100
Liabilities$0
Net Assets$100

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $950Expenses 2013: $850Net Income 2013: $1002013Revenue 2014: $50,597Expenses 2014: $526Net Income 2014: $50,0712014Revenue 2015: $1,701Expenses 2015: $4,420Net Income 2015: -$2,7192015Revenue 2016: $998Expenses 2016: $2,748Net Income 2016: -$1,7502016Revenue 2018: $3,752Expenses 2018: $1,857Net Income 2018: $1,8952018Revenue 2019: $2,024Expenses 2019: $3,769Net Income 2019: -$1,7452019Revenue 2020: $37,450Expenses 2020: $4,092Net Income 2020: $33,3582020Revenue 2021: $166,311Expenses 2021: $9,473Net Income 2021: $156,8382021Revenue 2022: $161,338Expenses 2022: $20,404Net Income 2022: $140,9342022Revenue 2023: $60,342Expenses 2023: $20,971Net Income 2023: $39,3712023Revenue 2024: $366,654Expenses 2024: $28,209Net Income 2024: $338,4452024

Highlighted filing

2013

Revenue$950
Expenses$850
Net Income$100
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 4, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS W SCHAEFERDistribution Committee-$0--
MARIETTA SCHAEFERDistribution Committee-$0--
JOHN STEGEMANDistribution Committee-$0--
KEITH BAXDistribution Committee-$0--
MICHAEL PFAHLDistribution Committee-$0--
CENTRAL TRUST AND INVESTMENT COMPANTrusteePT$0--
Filing and Contact Details

Filer

EIN
46-3242784
Phone
5736341234

Signing Officer

Name
Debbie Vanloo
Title
Trustee
Phone
5736341234
Signed
2014-08-04
Discuss with paid preparer
Yes

Preparer

Preparer
Kathleen a Graessle
Phone
5736356196
Raw XML Appendix261 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/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc01023 APPLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0850
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE VANLOO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05736341234
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10FRANCIS W AND MARIETTA SCHAEFER FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0463242784
ReturnHeader/Filer/PhoneNum05736341234
ReturnHeader/Filer/USAddress/AddressLine10111 E MILLER ST
ReturnHeader/Filer/USAddress/City0JEFFERSON CITY
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode065101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431126847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILLIAMS-KEEPERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103220 WEST EDGEWOOD SUITE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0JEFFERSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode065109
ReturnHeader/PreparerPersonGrp/PhoneNum05736356196
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A GRAESSLE
ReturnHeader/ReturnTs02014-08-14T15:51:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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