Civic Intelligence

Julius & Esther Stulberg Competition Inc.

990 • Fiscal year 2017 • EIN 51-0147234

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 12, 2018

359 S Kalamazoo Mall Ste 14Kalamazoo, MI 49007-4848

(269) 343-2776

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.8%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$499,030

Up $60,854 (+14%) from 2016

Net Assets

Up

$489,760

Up $60,325 (+14%) from 2016

Liabilities

Up

$9,270

Up $529 (+6.1%) from 2016

Revenue

Up

$176,051

Up $3,141 (+1.8%) from 2016

Expenses

Down

$147,953

Down $9,565 (-6.1%) from 2016

Net Income

Up

$28,098

Up $12,706 (+83%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $246,157Liabilities 2011: $2,377Net Assets 2011: $243,7802011Assets 2012: $267,641Liabilities 2012: $7,643Net Assets 2012: $259,9982012Assets 2013: $327,645Liabilities 2013: $11,138Net Assets 2013: $316,5072013Assets 2014: $396,002Liabilities 2014: $9,750Net Assets 2014: $386,2522014Assets 2015: $430,104Liabilities 2015: $13,282Net Assets 2015: $416,8222015Assets 2016: $438,176Liabilities 2016: $8,741Net Assets 2016: $429,4352016Assets 2017: $499,030Liabilities 2017: $9,270Net Assets 2017: $489,7602017Assets 2018: $547,019Liabilities 2018: $9,023Net Assets 2018: $537,9962018Assets 2019: $564,998Liabilities 2019: $9,070Net Assets 2019: $555,9282019Assets 2020: $589,744Liabilities 2020: $8,721Net Assets 2020: $581,0232020Assets 2021: $710,809Liabilities 2021: $8,762Net Assets 2021: $702,0472021Assets 2022: $649,776Liabilities 2022: $12,173Net Assets 2022: $637,6032022Assets 2023: $702,372Liabilities 2023: $8,160Net Assets 2023: $694,2122023Assets 2024: $819,943Liabilities 2024: $28,919Net Assets 2024: $791,0242024Assets 2025: $852,233Liabilities 2025: $22,972Net Assets 2025: $829,2612025

Highlighted filing

2017

Assets$499,030
Liabilities$9,270
Net Assets$489,760

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $103,3942011Expenses 2012: $124,1802012Revenue 2013: $169,580Expenses 2013: $119,869Net Income 2013: $49,7112013Revenue 2014: $176,110Expenses 2014: $118,417Net Income 2014: $57,6932014Revenue 2015: $166,326Expenses 2015: $140,023Net Income 2015: $26,3032015Revenue 2016: $172,910Expenses 2016: $157,518Net Income 2016: $15,3922016Revenue 2017: $176,051Expenses 2017: $147,953Net Income 2017: $28,0982017Revenue 2018: $191,924Expenses 2018: $169,406Net Income 2018: $22,5182018Revenue 2019: $174,802Expenses 2019: $170,065Net Income 2019: $4,7372019Revenue 2020: $157,128Expenses 2020: $137,391Net Income 2020: $19,7372020Revenue 2021: $151,165Expenses 2021: $149,561Net Income 2021: $1,6042021Revenue 2022: $186,950Expenses 2022: $172,105Net Income 2022: $14,8452022Revenue 2023: $183,625Expenses 2023: $178,069Net Income 2023: $5,5562023Revenue 2024: $242,914Expenses 2024: $218,048Net Income 2024: $24,8662024Revenue 2025: $387,923Expenses 2025: $401,801Net Income 2025: -$13,8782025

Highlighted filing

2017

Revenue$176,051
Expenses$147,953
Net Income$28,098
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 12, 2018
Return Version
2016v3.1
Gross Receipts
$185,447
Mission and Program Overview

Mission

The mission of the stulberg international string competition is to promote excellence in string instrument performance by gifted artists under the age of twenty. Our vision is to deepen community engagement while offering a premier string competition.

To promote excellence in string instrument performance by gifted young artists under the age of twenty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$298,398$336,979▲ $38,581
Savings and Temporary Cash Investments$118,472$137,973▲ $19,501
Pledges and Grants Receivable$10,285$8,960▼ $1,325
Land, Buildings, and Equipment, Net$1,332$4,832▲ $3,500
Prepaid Expenses and Deferred Charges$694--
Total Assets$438,176$499,030▲ $60,854
Other Assets Total$8,995$10,286▲ $1,291
Liabilities
Accounts Payable and Accrued Expenses$8,741$9,270▲ $529
Total Liabilities$8,741$9,270▲ $529
Net Assets / Fund Balance
Unrestricted Net Assets$429,435$489,760▲ $60,325
Total Net Assets Fund Balance$429,435$489,760▲ $60,325
Total Liabilities and Net Assets / Fund Balance$438,176$499,030▲ $60,854

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,832$8,567$13,399
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris ShookPresident
Linda DeptaPresident El
Anders DahlbergDirector
Arthur FeinbergDirector
Barbara BroseDirector
Colleen McbrideDirector
David DoanDirector
David JohnsonDirector
Erin MapesDirector
Greg SeilerDirector
Jane Rooks RossDirector
Josh KoetsDirector
Linda MahDirector
Nan HarrisonDirector
Renata Artman KnificDirector
Robert DavisDirector
Sherie VeramayDirector
THERESA COTY O'NEILDirector
Grace FieldPast Preside
Josie BoucherSecretary
Charles WattlesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$136,842
Program Service Revenue
$29,493
Investment Income
$7,712
Other Revenue
$2,004
All Other Contributions
$115,131
Change in Net Assets
$28,098

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$3,500Appraisal
Total Noncash Contributions1$3,500-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,568
Salaries, Compensation, and Employee Benefits$48,385
Total Fundraising Expense$13,684
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$22,022$13,213$8,809$44,044
Office Expenses$14,606$2,597$3,483$20,686
Advertising$15,036--$15,036
Fees for Services Accounting-$3,601-$3,601
Payroll Taxes$1,685$1,010$674$3,369
Occupancy$1,175$705$469$2,349
Insurance$2,037--$2,037
Other Employee Benefits$486$292$194$972
Depreciation Depletion-$317-$317
Fees for Service Investment Mgmnt Fees-$67-$67
Other Expenses$24,250-$55$55
Total Functional Expenses$112,467$21,802$13,684$147,953
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,400
Fundraising Direct Expenses$9,396
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Midsummer Event$15,611$11,400$2,210$9,190
Total Events$15,611$11,400$9,396$2,004
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Executive committee reviews form 990 before filing.

Form 990, Page 6, Part VI, Line 12C

Board members sign disclosure statement at the beginning of their term.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Julius & Esther Stulberg
EIN
51-0147234
Phone
2693432776
Address
359 S KALAMAZOO MALL STE 14, KALAMAZOO, MI 49007-4848

Signing Officer

Name
Charles Wattles
Title
Treasurer
Phone
2693432776
Signed
2018-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Shook
Formed
1975
Legal Domicile
Mi
Voting Board Members
21
Independent Board Members
21
Employees
1
Volunteers
15

Preparer

Firm
Flegal & Melnik
Address
350 GLADYS ST, PORTAGE, MI 49002-2955
Preparer
Daniel E Melnik
Phone
2693831900
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IRS990/OfficeExpensesGrp/FundraisingAmt03483
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IRS990/OfficeExpensesGrp/ProgramServicesAmt014606
IRS990/OfficeExpensesGrp/TotalAmt020686
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0194
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IRS990/OtherExpensesGrp/Desc1PRIZES AND STIPENDS
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IRS990/OtherExpensesGrp/TotalAmt124250
IRS990/OtherExpensesGrp/TotalAmt255
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08809
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt022022
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0674
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01010
IRS990/PayrollTaxesGrp/ProgramServicesAmt01685
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010285
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08960
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0CHRIS SHOOK
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0133785
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06076
IRS990/PYOtherExpensesAmt0110956
IRS990/PYOtherRevenueAmt03453
IRS990/PYProgramServiceRevenueAmt029596
IRS990/PYRevenuesLessExpensesAmt015392
IRS990/PYSalariesCompEmpBnftPaidAmt046562
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IRS990/PYTotalRevenueAmt0172910
IRS990/QuidProQuoContributionsInd0true
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt028098
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt019465
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0118472
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0137973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0136842
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0132467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0117880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0125781
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06354
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06076
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06691
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0194499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06354
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05905
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032075
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96330
IRS990ScheduleA/PublicSupportPY509Pct00.96370
IRS990ScheduleA/PublicSupportTotal509Amt0841254
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0177735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0176511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0171172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0153396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0162440
IRS990ScheduleA/Total509Grp/TotalAmt0841254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0184089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0177077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0160445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0169131
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0873329
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.52$0.23$8.29$3.88$4.02$0.14
2024Detailed filing. Detailed filing data is available for this year.$8.20$0.29$7.91$2.43$2.18$0.25
2023Detailed filing. Detailed filing data is available for this year.$7.02$0.08$6.94$1.84$1.78$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.50$0.12$6.38$1.87$1.72$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.11$0.09$7.02$1.51$1.50$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.90$0.09$5.81$1.57$1.37$0.20
2019Detailed filing. Detailed filing data is available for this year.$5.65$0.09$5.56$1.75$1.70$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.47$0.09$5.38$1.92$1.69$0.23
2017Detailed filing. Detailed filing data is available for this year.$4.99$0.09$4.90$1.76$1.48$0.28
2016Detailed filing. Detailed filing data is available for this year.$4.38$0.09$4.29$1.73$1.58$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.30$0.13$4.17$1.66$1.40$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.96$0.10$3.86$1.76$1.18$0.58
2013Summary only. Only limited summary data is available for this year.$3.28$0.11$3.17$1.70$1.20$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.08$2.60$1.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.02$2.44$1.03