Civic Intelligence

Grobel Scholarship Trust

990PF • Fiscal year 2012 • EIN 81-0514792

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
122 East Pembroke Avenue23669
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

50th percentile

0.0%

Faster asset growth than 50% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$100,949

Flat from 2011

Net Assets

Flat

$100,949

Flat from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$4,000

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$300K$200K$100K$0Assets 2010: $100,947Liabilities 2010: $0Net Assets 2010: $100,9472010Assets 2011: $100,949Liabilities 2011: $0Net Assets 2011: $100,9492011Assets 2012: $100,949Liabilities 2012: $0Net Assets 2012: $100,9492012Assets 2013: $101,700Liabilities 2013: $0Net Assets 2013: $101,7002013Assets 2014: $101,952Liabilities 2014: $0Net Assets 2014: $101,9522014Assets 2015: $100,431Liabilities 2015: $0Net Assets 2015: $100,4312015Assets 2016: $101,201Liabilities 2016: $0Net Assets 2016: $101,2012016Assets 2017: $103,803Liabilities 2017: $0Net Assets 2017: $103,8032017Assets 2018: $106,681Liabilities 2018: $0Net Assets 2018: $106,6812018Assets 2019: $107,183Liabilities 2019: $0Net Assets 2019: $107,1832019Assets 2020: $107,412Liabilities 2020: $0Net Assets 2020: $107,4122020Assets 2021: $111,876Liabilities 2021: $0Net Assets 2021: $111,8762021Assets 2022: $231,249Liabilities 2022: $0Net Assets 2022: $231,2492022Assets 2023: $233,409Liabilities 2023: $0Net Assets 2023: $233,4092023Assets 2024: $227,292Liabilities 2024: $0Net Assets 2024: $227,2922024

Highlighted filing

2012

Assets$100,949
Liabilities$0
Net Assets$100,949
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $4,1052010Expenses 2011: $4,0002011Expenses 2012: $4,0002012Revenue 2013: $4,751Expenses 2013: $4,000Net Income 2013: $7512013Revenue 2014: $6,251Expenses 2014: $5,999Net Income 2014: $2522014Revenue 2015: $4,501Expenses 2015: $6,022Net Income 2015: -$1,5212015Revenue 2016: $9,001Expenses 2016: $8,231Net Income 2016: $7702016Revenue 2017: $6,602Expenses 2017: $4,000Net Income 2017: $2,6022017Revenue 2018: $7,008Expenses 2018: $4,130Net Income 2018: $2,8782018Revenue 2019: $7,519Expenses 2019: $7,017Net Income 2019: $5022019Revenue 2020: $8,009Expenses 2020: $7,780Net Income 2020: $2292020Revenue 2021: $13,004Expenses 2021: $8,540Net Income 2021: $4,4642021Revenue 2022: $133,693Expenses 2022: $14,320Net Income 2022: $119,3732022Revenue 2023: $5,635Expenses 2023: $3,475Net Income 2023: $2,1602023Revenue 2024: $8,393Expenses 2024: $14,510Net Income 2024: -$6,1172024

Highlighted filing

2012

Revenue-
Expenses$4,000
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN L GROBELTrustee-$0--
TOM KLOTZTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARINA HANSENSCHOLARSHIPSTUDENTBOZEMAN, MT, US$2,000
Paid GrantSARAH WAARVIKSCHOLARSHIPSTUDENTGREELEY, CO, US$2,000
Filing and Contact Details

Filer

EIN
81-0514792
Raw XML Appendix266 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.

Path#Value
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/BusinessCode0522100
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA00
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0100949
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04925
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04925
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04925
IRS990PF/DistributableAmount/MinimumInvestmentReturn04925
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IRS990PF/DistributableAmount/TotalTax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0100949
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0100000
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0100000
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01500
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04925
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets098500
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEPHEN L GROBEL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1TOM KLOTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10301 FOX HILL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11824 11TH AVENUE NORTH
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1GLASGOW
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode023669
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode159230
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct06000
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets06000
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.040609
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3010000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.182741
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions04000
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IRS990PF/QualifyingDistributions/QualifyingDistributions04000
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INTEREST ON INVESTMENTS HELD FOR SCHOLARSHIPS
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0STEPHEN L GROBEL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04062288231
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 191
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0GLASGOW
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode059230
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
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IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MARINA HANSEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SARAH WAARVIK
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1STUDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0STUDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1STUDENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10MONTANA STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11UNIVERSITY OF NORTHERN COLORADO
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402765
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear07935
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus012488
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover013413
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue0-1
OtherAssetsSchedule/OtherAssets/Description0ROUNDING ADJUSTMENT
OtherAssetsSchedule/OtherAssets/EOYBookValue0-1
OtherAssetsSchedule/OtherAssets/EOYFMV0-1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0810514792
ReturnHeader/Filer/Name/BusinessNameLine10GROBEL SCHOLARSHIP TRUST
ReturnHeader/Filer/NameControl0GROB
ReturnHeader/Filer/Phone07577289600
ReturnHeader/Filer/USAddress/AddressLine10122 EAST PEMBROKE AVENUE
ReturnHeader/Filer/USAddress/City0HAMPTON
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023669
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0STEPHEN L GROBEL
ReturnHeader/Officer/Phone07577289600
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0810415266
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHMS PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10741 3RD AVE S
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GLASGOW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode059230
ReturnHeader/Preparer/Name0RICHARD A WIENS CPA
ReturnHeader/Preparer/Phone04062289391
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T17:28:02-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,949
Liabilities
$0
Net assets
$100,949
Revenue
-
Expenses
$4,000
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.08$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.06$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$1.34$0.14$1.19
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.13$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.04$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04