Civic Intelligence

Scholarship Assistance Fund

990EZ • Fiscal year 2016 • EIN 46-3339317

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 26, 2017

1061 S Wolf RoadWheeling, IL 60090

(847) 850-5434

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

4.9%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$484,454

Up $22,678 (+4.9%) from 2015

Net Assets

Up

$484,271

Up $22,813 (+4.9%) from 2015

Liabilities

Down

$183

Down $135 (-42%) from 2015

Revenue

Down

$63,834

Down $26,030 (-29%) from 2015

Expenses

Down

$41,021

Down $29,336 (-42%) from 2015

Net Income

Up

$22,813

Up $3,306 (+17%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $461,776Liabilities 2015: $318Net Assets 2015: $461,4582015Assets 2016: $484,454Liabilities 2016: $183Net Assets 2016: $484,2712016Assets 2017: $507,710Liabilities 2017: $138Net Assets 2017: $507,5722017Assets 2018: $493,288Liabilities 2018: $452Net Assets 2018: $492,8362018Assets 2019: $585,238Liabilities 2019: $10,318Net Assets 2019: $574,9202019Assets 2020: $582,830Liabilities 2020: $623Net Assets 2020: $582,2072020Assets 2021: $630,327Liabilities 2021: $23,510Net Assets 2021: $606,8172021Assets 2022: $532,266Liabilities 2022: $17,907Net Assets 2022: $514,3592022Assets 2023: $554,589Liabilities 2023: $4,140Net Assets 2023: $550,4492023Assets 2024: $562,059Liabilities 2024: $922Net Assets 2024: $561,1372024

Highlighted filing

2016

Assets$484,454
Liabilities$183
Net Assets$484,271

Operations Trend

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

$200K$100K$0-$100KRevenue 2015: $89,864Expenses 2015: $70,357Net Income 2015: $19,5072015Revenue 2016: $63,834Expenses 2016: $41,021Net Income 2016: $22,8132016Revenue 2017: $81,737Expenses 2017: $58,436Net Income 2017: $23,3012017Revenue 2018: $78,895Expenses 2018: $93,631Net Income 2018: -$14,7362018Revenue 2019: $169,517Expenses 2019: $87,433Net Income 2019: $82,0842019Revenue 2020: $85,044Expenses 2020: $77,757Net Income 2020: $7,2872020Revenue 2021: $115,902Expenses 2021: $91,292Net Income 2021: $24,6102021Revenue 2022: $100,851Expenses 2022: $193,310Net Income 2022: -$92,4592022Revenue 2023: $92,876Expenses 2023: $85,872Net Income 2023: $7,0042023Revenue 2024: $76,159Expenses 2024: $82,234Net Income 2024: -$6,0752024

Highlighted filing

2016

Revenue$63,834
Expenses$41,021
Net Income$22,813
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 26, 2017
Return Version
2016v3.0
Gross Receipts
$78,931
Mission and Program Overview

Mission

Provide college scholarships for students in surrounding local area

Provide College Scholarships

Program Services

DescriptionGrantsExpenses
Provide college scholarships for students in surrounding local area$32,500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian HoganPresidentPT$0--
David AnninVice PresidentPT$0--
Marie DiVirgilioSecretaryPT$0--
Richard J PetersonTreasurerPT$0--
William KearnsPast PresidentPT$0--
Deborah BarteltDirector-$0--
Sherry KoernerDirector-$0--
Kim PetersenDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner----
Golf----
Filing and Contact Details

Filer

Filer Name
Scholarship Assistance Fund
EIN
46-3339317
Address
1061 S WOLF ROAD, Wheeling, IL 60090

Signing Officer

Name
Richard J Peterson
Title
Treasurer
Phone
8478505434
Signed
2017-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Peterson Business Services Inc
Address
2106 N Coldspring Road, Arlington Heights, IL 60004
Preparer
Richard Peterson
Phone
2246362674
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountReturn of Unused Scholarships 1,250

List of grants and similar amounts paid Part I line 10

Activity Scholarships Awards Grantee Various students Amount 32,500

Description of other expenses Part I line 16

Description AmountBusiness Registration Fee 200Bank Fees 424Dues & Subscriptions 1,050Insurance 1,440Reporting Fees 40Scholarship Reception Exp 969

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccounts Payable 318 183

Raw XML Appendix198 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Richard J Peterson Director
IRS990EZ/BooksInCareOfDetail/PhoneNum08478505434
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01061 S WOLF ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wheeling
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060090
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0461776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0484454
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018551
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022813
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04022
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0461776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0484454
IRS990EZ/FundraisingGrossIncomeAmt032465
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032500
IRS990EZ/GrossReceiptsAmt078931
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt026665
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0461458
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0484271
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0461458
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0484271
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Hogan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Annin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marie DiVirgilio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Richard J Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William Kearns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Deborah Bartelt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sherry Koerner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kim Petersen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04123
IRS990EZ/OtherRevenueTotalAmt01250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide College Scholarships
IRS990EZ/PrintingPublicationsPostageAmt0376
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide college scholarships for students in surrounding local area
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015097
IRS990EZ/SpecialEventsNetIncomeLossAmt017368
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0318
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0183
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041021
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt063834
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SAFUND.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026665
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020439
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt047104
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt032465
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt090788
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0123253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026665
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047104
IRS990ScheduleA/InvestmentIncomeCYPct00.22000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0417
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01667
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76850
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0161865
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051016
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0110849
IRS990ScheduleA/Total509Grp/TotalAmt0161865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0210636
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountReturn of Unused Scholarships 1,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarships Awards Grantee Various students Amount 32,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBusiness Registration Fee 200Bank Fees 424Dues & Subscriptions 1,050Insurance 1,440Reporting Fees 40Scholarship Reception Exp 969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Payable 318 183
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard J Peterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08478505434
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHOLARSHIP ASSISTANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0463339317
ReturnHeader/Filer/USAddress/AddressLine1Txt01061 S WOLF ROAD
ReturnHeader/Filer/USAddress/CityNm0Wheeling
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060090
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09333D7D39856371D66501C1B9919CD371ED58A42
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09333D7D39856371D66501C1B9919CD371ED58A42
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03697552017027yyfpej2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-01-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.176.47.4
ReturnHeader/FilingSecurityInformation/IPDt02017-01-27
ReturnHeader/FilingSecurityInformation/IPTm016:45:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752991943
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peterson Business Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02106 N Coldspring Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060004
ReturnHeader/PreparerPersonGrp/PhoneNum02246362674
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Peterson
ReturnHeader/ReturnTs02017-01-26T17:12:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings