Civic Intelligence

George E Stifel Endowment Fund

990 • Fiscal year 2019 • EIN 55-6018247

Jan 01, 2019 to Dec 31, 2019 • Filed on May 12, 2020

Organization ProfileN/A
1 Bank PlazaWheeling, WV 26003

(304) 234-9400

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.38x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$3,299,396

Up $14,714 (+0.4%) from 2018

Net Assets

Down

$3,230,396

Down $54,286 (-1.7%) from 2018

Liabilities

Up

$69,000

Up $69,000 from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin10th percentile

Revenue

Up

$180,661

Up $16,662 (+10%) from 2018

Expenses

Up

$234,947

Up $6,215 (+2.7%) from 2018

Net Income

Up

-$54,286

Up $10,447 (+16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2019

Assets$3,299,396
Liabilities$69,000
Net Assets$3,230,396
Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

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

2019

Revenue$180,661
Expenses$234,947
Net Income-$54,286
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.0
Gross Receipts
$354,748
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,284,682$3,299,396▲ $14,714
Investments Other Securities$3,139,523$3,225,030▲ $85,507
Savings and Temporary Cash Investments$142,606$69,236▼ $73,370
Accounts Receivable$2,553$5,130▲ $2,577
Rtn Earn Endowment Incm Other Fnds-$-69,000-
Total Assets$3,284,682$3,299,396▲ $14,714
Liabilities
Grants Payable-$69,000-
Total Liabilities$0$69,000▲ $69,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,284,682$3,230,396▼ $54,286
Total Liabilities and Net Assets / Fund Balance$3,284,682$3,299,396▲ $14,714

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$54,978--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$5,665,050-▲ $1,543,501-$6,973,604
2018$6,253,739-▼ $359,957-$5,665,050
2017$5,501,244-▲ $959,507-$6,253,739
2016$5,216,341-▲ $494,072-$5,501,244
2015$5,580,259-▼ $5,989-$5,216,341
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
-Trustee
Diane E CrowlTrustee
Joan C StampTrustee
Paula M McclureTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$180,661
Other Revenue
$0
Change in Net Assets
$-54,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$212,903
Other Expenses$22,044
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$143,903--$143,903
Grants to Domestic Orgs$69,000--$69,000
Fees for Service Investment Mgmnt Fees-$20,054-$20,054
Fees for Services Accounting-$675-$675
Fees for Services Other-$408-$408
Other Expenses-$10-$10
Total Functional Expenses$212,903$22,044$0$234,947
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
George E Stifel Scholarship FundWheeling, WV501(c)(3)Scholarships for Graduates of Ohio County (wv) Schools$69,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Joan c stamp, diane e crowl, & paula m mcclure - family relationship”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“When received, form 990 is reviewed by all members of the governing body at the trustees meeting.”

Explanation for Form 990, Page 6, Part VI, Line 9

“Joan c stamp, 21 bethany pike, wheeling, wv 26003 diane e crowl, 57 stamm lane, wheeling, wv 26003 paula m mcclure, rd #2 box 240, triadelphia, wv 26059”

Form 990, Page 6, Part VI, Line 19

“Upon request, the organization will make a copy of its governing documents and form 990 available to the public.”

Filing and Contact Details

Filer

Filer Name
George E Stifel Endowment Fund
EIN
55-6018247
Phone
3042349400
Address
1 BANK PLAZA, WHEELING, WV 26003

Signing Officer

Name
Joan C Stamp
Title
Trustee
Phone
3042349400
Signed
2020-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan C Stamp
Formed
1926
Legal Domicile
Wv
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Wesbanco Bank
Address
1 BANK PLAZA, WHEELING, WV 26003
Preparer
Phillips K Mccluskey
Phone
3042349400
Supplemental Narrative

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

“At least 85% of the accounting income including short term capital gains are to be distributed annually as the george r stifel prizes to students in the 5th-8th grades and in high school at each of the public schools within ohio county, wv in such varying amounts to be determined by the trustees. The prizes in 5th-8th grades shall be awarded to the scholar who shall have attained the best gpa in the previous school year. In high school, the awards may be made on the same basis or for excellence in individual studies in the discretion of the trustees. Any excess funds after prizes shall be used for scholarships to aid deserving students to obtain a better education from schools administered by the ohio county board of education. To the extent the trustees do not award all of the net income for the prizes and scholarships for any year, the trust shall pay the excess income to the ovhs&e foundatin and medical park.”

Raw XML AppendixShowing 400 of 605 raw XML fields

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0George E Stifel Endowment Fund, an organization described in Section 5 01(C)(3), is a trust created by George E Stifel on October 13, 1926. The individual trustees of George E Stifel Endowment Fund are decendan ts of Mr. Stifel. WesBanco Bank, the Endowment Trustee, is a bank. U nder the trust instrument, The George E Stifel Endowment Fund supports Ohio County Schools, a public school system in West
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Virginia described in Section 509(a)(1) and students attending Ohio Co unty Schools. The trust indenture provides that the Trustee has discr etion regarding the timing and amount of distributions consistent with the Trustee's fiduciary duties. Representatives of Trustee and Ohio County Schools have meetings during which they discuss the "Stifel Pri zes." The Stifel Prizes are awarded to
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2students in 5th - 8th, and high school at each of the public schools w ithin Ohio County, WV, in such varying amounts to be determined by the Trustees. The prizes in 5th - 8th grades shall be awarded to the sch olar who shall have attained the best GPA in the previous school year. In high school, the awards may be made on the same basis, while taki ng into account for WESTEST scores, ACT Plan scores, &
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3computes these scores and provides the information to the Trustees for review. The Trustees and Ohio County Schools discuss the award amount s per class and per ranking and the ways in which the Trustees and Ohi o County Schools believe the George E Stifel Endowment Fund can genera te income and invest its assets to award the "Stifel Prizes." Addition ally, the Trustees communicate regularly with Ohio County
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Schools regarding the investments and plans for distributions. Truste es provide Ohio County Schools with quarterly investment statements, t he information required under paragraph i(2) of this section, and an a nnual accounting statement. Based on these facts, George E. Stifel En dowment Fund meets the responsiveness test....with respect to Ohio Cou nty Schools.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5George E Stifel Endowment Fund was responsive and attentive to Ohio Co unty Schools and Ohio County Schools students. The amount of support received by Ohio County Schools is necessary to continue to fund the S tifel Prizes. Without the support, the Stifel Prizes would cease to e xist. Regarding responsiveness, please see comments for Schedule A, P art IV, Section D above. All excess scholarships are awarded through
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6the George E Stifel Scholarship and awarded via the Trustees of the Ge orge E Stifel Endowment Fund.
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IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OHIO COUNTY STUDENTS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1GEORGE E STIFEL SCHOLARSHIP FUND
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16119356
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1768870
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt18150000
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2038122
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21172126
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2248020
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23100000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt243187
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2874230
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2926617
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4043649
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4152934
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4249002
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0APPLE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BOEING CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc2BRISTOL-MYERS SQUIBB COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CELGENE CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CHEVRON CORPORATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc5CISCO SYSTEMS
IRS990ScheduleD/OtherSecuritiesGrp/Desc6COCA-COLA CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc7COSTCO WHOLESALE CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc8DOWDUPONT INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc9DUKE ENERGY CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc10AT&T 4.25% 03/01/2027-2016
IRS990ScheduleD/OtherSecuritiesGrp/Desc11EXXON MOBIL CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc12FEDERATED TOTAL RETURN BD FD #328
IRS990ScheduleD/OtherSecuritiesGrp/Desc13GENERAL ELECTRIC CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc14GENERAL MILLS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc15HOME DEPOT INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc16HONEYWELL INTERNATIONAL INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc17INTERNATIONAL BUSINESS MACHINES
IRS990ScheduleD/OtherSecuritiesGrp/Desc18I SHARES RUSSELL MIDCAP VALUE INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc19I SHARES RUSSELL MIDCAP GROWTH INDE
IRS990ScheduleD/OtherSecuritiesGrp/Desc20JP MORGAN CHASE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,299,396
Liabilities
$69,000
Net assets
$3,230,396
Revenue
$180,661
Expenses
$234,947
Net income
-$54,286
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
2019Detailed filing. Detailed filing data is available for this year.$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