Civic Intelligence

George E Stifel Endowment Fund

990 • Fiscal year 2012 • EIN 55-6018247

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 11, 2013

1 Bank Plaza26003
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

54th percentile

2.0%

Faster asset growth than 54% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,502,070

Up $68,823 (+2.0%) from 2011

Net Assets

Up

$3,502,070

Up $68,823 (+2.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$97,366

Up $4,368 (+4.7%) from 2011

Net Income

-

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,433,247Liabilities 2011: $0Net Assets 2011: $3,433,2472011Assets 2012: $3,502,070Liabilities 2012: $0Net Assets 2012: $3,502,0702012Assets 2013: $3,541,821Liabilities 2013: $0Net Assets 2013: $3,541,8212013Assets 2014: $3,631,389Liabilities 2014: $0Net Assets 2014: $3,631,3892014Assets 2015: $3,397,638Liabilities 2015: $0Net Assets 2015: $3,397,6382015Assets 2016: $3,539,019Liabilities 2016: $114,305Net Assets 2016: $3,424,7142016Assets 2017: $3,396,242Liabilities 2017: $46,827Net Assets 2017: $3,349,4152017Assets 2018: $3,284,682Liabilities 2018: $0Net Assets 2018: $3,284,6822018Assets 2019: $3,299,396Liabilities 2019: $69,000Net Assets 2019: $3,230,3962019Assets 2020: $3,202,095Liabilities 2020: $0Net Assets 2020: $3,202,0952020Assets 2021: $3,127,392Liabilities 2021: $0Net Assets 2021: $3,127,3922021Assets 2022: $3,221,551Liabilities 2022: $0Net Assets 2022: $3,221,5512022Assets 2023: $3,212,839Liabilities 2023: $0Net Assets 2023: $3,212,8392023Assets 2024: $3,382,109Liabilities 2024: $0Net Assets 2024: $3,382,1092024

Highlighted filing

2012

Assets$3,502,070
Liabilities$0
Net Assets$3,502,070

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $136,032Expenses 2011: $92,998Net Income 2011: $43,0342011Expenses 2012: $97,3662012Revenue 2013: $138,687Expenses 2013: $98,936Net Income 2013: $39,7512013Revenue 2014: $190,673Expenses 2014: $101,105Net Income 2014: $89,5682014Revenue 2015: $124,168Expenses 2015: $357,919Net Income 2015: -$233,7512015Revenue 2016: $236,245Expenses 2016: $209,169Net Income 2016: $27,0762016Revenue 2017: $131,713Expenses 2017: $207,012Net Income 2017: -$75,2992017Revenue 2018: $163,999Expenses 2018: $228,732Net Income 2018: -$64,7332018Revenue 2019: $180,661Expenses 2019: $234,947Net Income 2019: -$54,2862019Revenue 2020: $227,396Expenses 2020: $255,697Net Income 2020: -$28,3012020Revenue 2021: $181,678Expenses 2021: $256,381Net Income 2021: -$74,7032021Revenue 2022: $414,150Expenses 2022: $319,991Net Income 2022: $94,1592022Revenue 2023: $365,761Expenses 2023: $374,473Net Income 2023: -$8,7122023Revenue 2024: $475,633Expenses 2024: $306,363Net Income 2024: $169,2702024

Highlighted filing

2012

Revenue-
Expenses$97,366
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 11, 2013
Return Version
2012v2.1
Gross Receipts
$443,135
Mission and Program Overview

Mission

At least 85% of the accounting income including short term capitalgains are to be distributed annually as the george e stifel prizes tostudents in the 5th, 6th, 7th, and 8th grades and in high school ateach of the public schools within ohio county, wv in such varyingamounts to be determined by the trustees. The prizes in 5th - 8thgrades shall be awarded to the scholar who shall have attained thebest gpa in the previous school year. In high school, the awards maybe made on the same basis or for excellence in individual studies inthe discretion of the trustees. Any excess funds after prizes shallbe used for scholarships to aid deserving students to obtain a bettereducation from schools administered by the ohio county board ofeducation. To the extent the trustees do not award all of the netincome for prizes and scholarships for any year, the trust shall paythe excess income to the ovhs&e foundation and medical park foundation, in equal shares.

Filing and Contact Details

Filer

EIN
55-6018247
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation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IRS990ScheduleD/OtherSecurities/Description34MONDELEZ INTERNATIONAL
IRS990ScheduleD/OtherSecurities/Description35NATIONAL-OILWELL VARCO
IRS990ScheduleD/OtherSecurities/Description36NUCOR CORP
IRS990ScheduleD/OtherSecurities/Description37PIMCO TOTAL RETURN FUND - I #35
IRS990ScheduleD/OtherSecurities/Description38PRECISION CASTPARTS CORP
IRS990ScheduleD/OtherSecurities/Description39RIO TINTO PLC - ADR
IRS990ScheduleD/OtherSecurities/Description40T ROWE PRICE SMALL CAP STOCK FD #65
IRS990ScheduleD/OtherSecurities/Description41TARGET CORP
IRS990ScheduleD/OtherSecurities/Description42TEXAS INSTRUMENTS INC
IRS990ScheduleD/OtherSecurities/Description433M COMPANY
IRS990ScheduleD/OtherSecurities/Description44VANGUARD S/T INVEST GR - ADM #539
IRS990ScheduleD/OtherSecurities/Description45VANGUARD EMERGING MARKETS ETF
IRS990ScheduleD/OtherSecurities/Description46WELLS FARGO & CO
IRS990ScheduleD/OtherSecurities/Description47WESMARK GOVERNMENT BOND FUND #556
IRS990ScheduleD/OtherSecurities/Description48WESMARK SMALL COMPANY GROWTH FUND #
IRS990ScheduleD/OtherSecurities/Description49EATON CORP PLC
IRS990ScheduleD/OtherSecurities/Description50ENSCO PLC - CL A
IRS990ScheduleD/OtherSecurities/Description51JOHNSON & JOHNSON
IRS990ScheduleD/OtherSecurities/Description52WATSON PHARMACEUTICAL
IRS990ScheduleD/OtherSecurities/Description53SANDISK
IRS990ScheduleD/OtherSecurities/Description54CATERPILLAR INC
IRS990ScheduleD/OtherSecurities/Description55MEDCO HEALTH SOLUTIONS
IRS990ScheduleD/OtherSecurities/Description56ARCHER DANIELS MIDLAND CO
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
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IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/TotalOfBookValueSecurities03356992
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant076290
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients0215
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0GEORGE E STIFEL PRIZES AWARDED TO STUDENTS IN THE 5TH-8TH GRADES AND HIGH SCHOOL AT EACH OF THE PUBLIC SCHOOLS WITHING OHIO COUNTY, WV
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0COLUMN A GEORGE E STIFEL PRIZES AWARDED TO STUDENTS IN THE 5TH-8TH GRADES AND HIGH SCHOOL AT EACH OF THE PUBLIC SCHOOLS WITHIN OHIO COUNTY, WV AND SCHOLARSHIPS AWARDED TO DESERVING STUDENTS WITHIN OHIO COUNTY, WV
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation1THE STRINGS CAMP IS SPONSORED BY THE OHIO COUNTY BOARD OF EDUCATION AND MONITORING IS SATISFIED BY THE PARTICIPATION OF STUDENT EACH YEAR. THE GEORGE E STIFEL PRIZES AND SCHOLARSHIPS ARE NOT MONITORED AS THE AWARDING OF THE FUNDS TO THE STUDENTS DOES NOT COME WITH STIPULATIONS AS TO THE USE OF THE FUNDS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0900
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier1910
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART III
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference1EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0FOREIGN TAX WITHHELD ON FOREIGN DIVIDENDS - $484.00 SECURITIES LITIGATION FEE - $48.00
IRS990ScheduleO/GeneralExplanation/Explanation1JOAN C STAMP, DIANE E CROWL, & PAULA M MCCLURE - FAMILY RELATIONSHIP

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.00$3.38$0.48$0.31$0.17
2023Summary only. Only limited summary data is available for this year.$3.21$0.00$3.21$0.37$0.37$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.00$3.22$0.41$0.32$0.09
2021Summary only. Only limited summary data is available for this year.$3.13$0.00$3.13$0.18$0.26$0.07
2020Summary only. Only limited summary data is available for this year.$3.20$0.00$3.20$0.23$0.26$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.07$3.23$0.18$0.23$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.16$0.23$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.05$3.35$0.13$0.21$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.11$3.42$0.24$0.21$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.12$0.36$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.19$0.10$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.14$0.10$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.00$3.50$0.10
2011Summary only. Only limited summary data is available for this year.$3.43$0.00$3.43$0.14$0.09$0.04