Civic Intelligence

Harold & Bruce Ohlendorf Scholarship Fund Tr

990PF • Fiscal year 2021 • EIN 71-6181584

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

3608 N Steele 202Fayetteville, AR 72703

(479) 442-6213

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.6%

Faster asset growth than 39% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

36%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$159,335

Down $938 (-0.6%) from 2020

Net Assets

Down

$159,335

Down $938 (-0.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$12,952

Up $3,405 (+36%) from 2020

Expenses

Up

$13,813

Up $1,607 (+13%) from 2020

Net Income

Up

-$861

Up $1,798 (+68%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $178,825Liabilities 2011: $02011Assets 2012: $171,661Liabilities 2012: $02012Assets 2013: $178,338Liabilities 2013: $02013Assets 2014: $178,945Liabilities 2014: $02014Assets 2015: $175,289Liabilities 2015: $0Net Assets 2015: $175,2892015Assets 2016: $165,113Liabilities 2016: $0Net Assets 2016: $165,1132016Assets 2017: $163,763Liabilities 2017: $0Net Assets 2017: $163,7632017Assets 2018: $165,240Liabilities 2018: $0Net Assets 2018: $165,2402018Assets 2019: $162,753Liabilities 2019: $0Net Assets 2019: $162,7532019Assets 2020: $160,273Liabilities 2020: $0Net Assets 2020: $160,2732020Assets 2021: $159,335Liabilities 2021: $0Net Assets 2021: $159,3352021Assets 2022: $144,690Liabilities 2022: $0Net Assets 2022: $144,6902022Assets 2023: $142,717Liabilities 2023: $0Net Assets 2023: $142,7172023Assets 2024: $128,357Liabilities 2024: $0Net Assets 2024: $128,3572024

Highlighted filing

2021

Assets$159,335
Liabilities$0
Net Assets$159,335

Operations Trend

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $13,263Expenses 2011: $8,728Net Income 2011: $4,5352011Revenue 2012: $6,822Expenses 2012: $14,202Net Income 2012: -$7,3802012Revenue 2013: $13,676Expenses 2013: $6,999Net Income 2013: $6,6772013Revenue 2014: $13,918Expenses 2014: $13,362Net Income 2014: $5562014Revenue 2015: $7,961Expenses 2015: $11,617Net Income 2015: -$3,6562015Revenue 2016: $11,152Expenses 2016: $21,351Net Income 2016: -$10,1992016Revenue 2017: $13,654Expenses 2017: $15,000Net Income 2017: -$1,3462017Revenue 2018: $15,200Expenses 2018: $13,834Net Income 2018: $1,3662018Revenue 2019: $14,031Expenses 2019: $16,721Net Income 2019: -$2,6902019Revenue 2020: $9,547Expenses 2020: $12,206Net Income 2020: -$2,6592020Revenue 2021: $12,952Expenses 2021: $13,813Net Income 2021: -$8612021Revenue 2022: $7,187Expenses 2022: $17,107Net Income 2022: -$9,9202022Revenue 2023: $8,915Expenses 2023: $18,399Net Income 2023: -$9,4842023Revenue 2024: $10,814Expenses 2024: $25,254Net Income 2024: -$14,4402024

Highlighted filing

2021

Revenue$12,952
Expenses$13,813
Net Income-$861
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH MOURTONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Harold & Bruce Ohlendorf
EIN
71-6181584
Phone
4794426213
Address
3608 N STEELE 202, FAYETTEVILLE, AR 72703

Signing Officer

Name
Kenneth Mourton
Title
President
Signed
2022-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Peritum LLC
Address
5519 Hackett Rd Ste 300, Springdale, AR 72762
Preparer
Patrick W Deakins
Phone
4794432705
Raw XML Appendix383 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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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03608 N STEELE SUITE 202
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FAYETTEVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd072703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KENNETH MOURTON PRESIDENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum04794426213
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE PART XV NUMBER 3(a) FOR A LIST OF CHARITABLE ACTIVITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0The printed form for an application that is used to apply for the scholarships should be obtained from the Osceola High School at the address in 2a. above. It contains information requests for Student Information (name, address, home phone, date of birth, Social Security Number, Grade Point Average), Parent or Guardian Information, Family Information, List of Plans following Graduation from High School, Extra-curricular Activities Information, Work Experience, Special Financial Needs, Statement of Parent or Guardian, References, Personal Letter of approximately 100 words about ambitions and future plans, Transcript and ACT Score and Statement of Understanding and Certification of Information.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HEAD GUIDANCE COUNSELOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08705632192
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02800 W SEMMES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OSCEOLA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd072370
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The scholarships are for one or more graduating seniors of Osceola High School who have a minimum academic record of 2.75 GPA and are unable to attend a college or university without financial assistance and display a potential for promise. The scholarships are limited to any acceptable college or university in the United States of America. The number, amount and length of scholarships will be dependent on Board action, scholarship committee selection and Fund budget as determined by the Trustee.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0March 31, 2020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ARKANSAS NORTHEASTERN COLLEGE FOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF ARKANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UNIVERSITY OF CENTRAL ARKANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02501 S DIVISION ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 UNIVERSITY OF ARKANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2201 DONAGHEY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BLYTHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CONWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd272035
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09215
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0608
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010271
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01836
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05034
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0608
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011051
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01836
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010271
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08435
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BALL & MOURTON
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0818
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01091
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0273
OtherDecreasesSchedule/OtherDecreasesDetail/Amt077
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Non reportable transaction
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02046
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RAYMOND JAMES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0512
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/Amt1115
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt086
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt129
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH MOURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD & BRUCE OHLENDORF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0716181584
ReturnHeader/Filer/PhoneNum04794426213
ReturnHeader/Filer/USAddress/AddressLine1Txt03608 N STEELE 202
ReturnHeader/Filer/USAddress/CityNm0FAYETTEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843845802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peritum LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05519 Hackett Rd Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072762
ReturnHeader/PreparerPersonGrp/PhoneNum04794432705
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK W DEAKINS
ReturnHeader/ReturnTs02022-10-31T11:33:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOURTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.11$0.25$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.09$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.07$0.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.13$0.14$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.15$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.14$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.11$0.21$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.08$0.12$0.04
2014Summary only. Only limited summary data is available for this year.$1.79$0.00$0.14$0.13$0.01
2013Summary only. Only limited summary data is available for this year.$1.78$0.00$0.14$0.07$0.07
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.07$0.14$0.07
2011Summary only. Only limited summary data is available for this year.$1.79$0.00$0.13$0.09$0.05