Civic Intelligence

Dr Earle B Stewart Decd Co U S Bank 97305560

990 • Fiscal year 2015 • EIN 51-0152348

May 01, 2014 to Apr 30, 2015 • Filed on Oct 20, 2015

PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

38th percentile

$21,231

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

57th percentile

2.7%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

100%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,271,721

Up $33,100 (+2.7%) from 2014

Net Assets

Up

$1,271,721

Up $33,100 (+2.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$69,851

Up $34,967 (+100%) from 2014

Expenses

Down

$36,751

Down $19,819 (-35%) from 2014

Net Income

Up

$33,100

Up $54,786 (+253%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,160,445Liabilities 2010: $0Net Assets 2010: $1,160,4452010Assets 2012: $1,149,857Liabilities 2012: $0Net Assets 2012: $1,149,8572012Assets 2013: $1,260,307Liabilities 2013: $0Net Assets 2013: $1,260,3072013Assets 2014: $1,238,621Liabilities 2014: $0Net Assets 2014: $1,238,6212014Assets 2015: $1,271,721Liabilities 2015: $0Net Assets 2015: $1,271,7212015Assets 2016: $1,295,501Liabilities 2016: $0Net Assets 2016: $1,295,5012016Assets 2017: $1,253,914Liabilities 2017: $0Net Assets 2017: $1,253,9142017Assets 2018: $1,285,040Liabilities 2018: $0Net Assets 2018: $1,285,0402018Assets 2019: $1,356,173Liabilities 2019: $0Net Assets 2019: $1,356,1732019Assets 2020: $1,355,795Liabilities 2020: $0Net Assets 2020: $1,355,7952020Assets 2021: $1,354,062Liabilities 2021: $0Net Assets 2021: $1,354,0622021Assets 2022: $1,486,550Liabilities 2022: $0Net Assets 2022: $1,486,5502022Assets 2023: $1,504,571Liabilities 2023: $0Net Assets 2023: $1,504,5712023Assets 2024: $1,518,673Liabilities 2024: $0Net Assets 2024: $1,518,6732024Assets 2025: $1,593,137Liabilities 2025: $0Net Assets 2025: $1,593,1372025

Highlighted filing

2015

Assets$1,271,721
Liabilities$0
Net Assets$1,271,721

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $31,968Expenses 2010: $19,727Net Income 2010: $12,2412010Expenses 2012: $22,6372012Expenses 2013: $24,5872013Revenue 2014: $34,884Expenses 2014: $56,570Net Income 2014: -$21,6862014Revenue 2015: $69,851Expenses 2015: $36,751Net Income 2015: $33,1002015Revenue 2016: $64,077Expenses 2016: $40,296Net Income 2016: $23,7812016Revenue 2017: $25,994Expenses 2017: $67,000Net Income 2017: -$41,0062017Revenue 2018: $58,671Expenses 2018: $27,543Net Income 2018: $31,1282018Revenue 2019: $99,682Expenses 2019: $28,542Net Income 2019: $71,1402019Revenue 2020: $47,232Expenses 2020: $47,085Net Income 2020: $1472020Revenue 2021: $40,795Expenses 2021: $42,522Net Income 2021: -$1,7272021Revenue 2022: $165,643Expenses 2022: $32,942Net Income 2022: $132,7012022Revenue 2023: $49,948Expenses 2023: $32,128Net Income 2023: $17,8202023Revenue 2024: $59,819Expenses 2024: $45,569Net Income 2024: $14,2502024Revenue 2025: $140,426Expenses 2025: $32,105Net Income 2025: $108,3212025

Highlighted filing

2015

Revenue$69,851
Expenses$36,751
Net Income$33,100
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Oct 20, 2015
Return Version
2014v5.0
Gross Receipts
$153,160
Mission and Program Overview

Mission

Sponsorship of american legion baseball - city park improvements

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds-$1,271,721-
Cap Stk Tr Prin Current Funds$1,238,621--
Investments in Publicly Traded Securities$1,106,611$1,147,636▲ $41,025
Savings and Temporary Cash Investments$131,407$123,024▼ $8,383
Total Assets$1,238,621$1,271,721▲ $33,100
Other Assets Total$603$1,061▲ $458
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,238,621$1,271,721▲ $33,100
Total Liabilities and Net Assets / Fund Balance$1,238,621$1,271,721▲ $33,100
Compensation and Service Providers

Employees

NameTitleOtherTotal
-Trustee$21,231$21,231
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$69,349
Other Revenue
$502
Change in Net Assets
$33,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,231
Grants and Similar Amounts Paid$14,676
Other Expenses$844
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$21,231--$21,231
Grants to Domestic Orgs$14,676--$14,676
Other Expenses-$149-$149
Total Functional Expenses$35,907$844$0$36,751
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Dr Earle B Stewart Decd Co U S Bank 97305560
EIN
51-0152348
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
US Bank
Title
Officer
Phone
5034643580
Signed
2015-10-20
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
Or
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
5032754327
Supplemental Narrative

Additional Explanations

Statement of Functional Expenses

COMPENSATION TO TRUSTEE

Description for Making Documents Public

CONTACT US BANK

Raw XML Appendix288 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THERE IS AN ANNUAL MEETING TO DISCUSS THE DISTRIBUTION $4000 TO AMERICAN LEGION POST 16 FOR BASEBALL TEAM FUNDING SPONSORED FROM STEWART PARK. THE BALANCE OF INCOME IS THEN DISTRIBUTED TO THE CITY OF ROSEBURG IN ORDER TO MAINTAIN AND OPERATE STEWART PARK.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1INCOME DISTRIBUTED IS USED TO FUND THE JUNIOR LEGION'S BASEBALL TEAMS AND TO FUND IMPROVEMENTS, MAINTENANCE AND OPERATION OF THE CITY PARK .
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THESE ACTIVITIES WOULD BE ENGAGED BY THE SUPPORTED ORGANIZATIONS REGARDLESS OF FUNDING FROM THE DR. EARLE B STEWART DCD TRUST. THE PARK'S MAINTENANCE AND CARE WOULD STILL NEED TO BE MAINTAINED IN ORDER TO STAY OPERABLE. THE LEGION'S BASEBALL TEAMS WOULD ALSO STILL EXIST WITHOUT THE FUNDING FROM THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION E
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PhoneNum05034643580
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-20
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ReturnHeader/Filer/EIN0510152348
ReturnHeader/Filer/PhoneNum05034643580
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ReturnHeader/PreparerPersonGrp/PhoneNum05032754327
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-11T19:00:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$0.14$0.03$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.06$0.05$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.05$0.03$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.17$0.03$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04$0.04$0.00
2020Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.05$0.05$0.00
2019Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.10$0.03$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.06$0.03$0.03
2017Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.03$0.07$0.04
2016Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.06$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.06$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.03$0.02$0.01
Peer Organizations

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