Civic Intelligence

Stifel Charitable Inc.

990 • Fiscal year 2021 • EIN 84-2049692

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
501 N BroadwaySt Louis, MO 63102

(314) 342-4422

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.02x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$384,620

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

98th percentile

154%

Faster asset growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

92%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$132,307,100

Up $80,118,443 (+154%) from 2020

Net Assets

Up

$130,734,221

Up $79,320,800 (+154%) from 2020

Liabilities

Up

$1,572,879

Up $797,643 (+103%) from 2020

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin97th percentile

Revenue

Up

$94,589,551

Up $45,228,409 (+92%) from 2020

Expenses

Up

$16,444,607

Up $12,311,796 (+298%) from 2020

Net Income

Up

$78,144,944

Up $32,916,613 (+73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$600M$400M$200M$0Assets 2019: $4,779,796Liabilities 2019: $171,500Net Assets 2019: $4,608,2962019Assets 2020: $52,188,657Liabilities 2020: $775,236Net Assets 2020: $51,413,4212020Assets 2021: $132,307,100Liabilities 2021: $1,572,879Net Assets 2021: $130,734,2212021Assets 2022: $159,938,154Liabilities 2022: $1,561,709Net Assets 2022: $158,376,4452022Assets 2023: $224,585,917Liabilities 2023: $1,095,939Net Assets 2023: $223,489,9782023Assets 2024: $508,828,251Liabilities 2024: $883,079Net Assets 2024: $507,945,1722024

Highlighted filing

2021

Assets$132,307,100
Liabilities$1,572,879
Net Assets$130,734,221
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$400M$300M$200M$100M$0Revenue 2019: $4,827,941Expenses 2019: $246,744Net Income 2019: $4,581,1972019Revenue 2020: $49,361,142Expenses 2020: $4,132,811Net Income 2020: $45,228,3312020Revenue 2021: $94,589,551Expenses 2021: $16,444,607Net Income 2021: $78,144,9442021Revenue 2022: $77,553,631Expenses 2022: $26,399,852Net Income 2022: $51,153,7792022Revenue 2023: $79,001,787Expenses 2023: $35,503,887Net Income 2023: $43,497,9002023Revenue 2024: $340,456,080Expenses 2024: $59,492,056Net Income 2024: $280,964,0242024

Highlighted filing

2021

Revenue$94,589,551
Expenses$16,444,607
Net Income$78,144,944
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$156,433,461
Mission and Program Overview

Mission

The charitable mission of stifel charitable inc. Is to encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants, by receiving charitable contributions, by providing support and assistance to encourage charitable giving, and by making grants to other public charities and educational institutions for charitable purposes.

To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$51,864,910$132,307,100▲ $80,442,190
Cash and Non-Interest-Bearing Accounts$323,747$0▼ $323,747
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$52,188,657$132,307,100▲ $80,118,443
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$125,236$922,779▲ $797,543
Other Liabilities$650,000$650,100▲ $100
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$775,236$1,572,879▲ $797,643
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$51,413,421$130,734,221▲ $79,320,800
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$51,413,421$130,734,221▲ $79,320,800
Total Liabilities and Net Assets / Fund Balance$52,188,657$132,307,100▲ $80,118,443
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Donna FrederickExecutive DirectorFT$147,771$147,771

Board Members and Trustees

NameTitle
Kurt LongworthPresident
John DubinskyDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Stifel Nicolaus CompanyInvestment ManagemenONE FINANCIAL PLAZA 501 NORTH BROA, St Louis, MO 63102$494,477
Revenue and Support

Revenue Composition

Contributions and Grants
$86,952,818
Program Service Revenue
$0
Investment Income
$7,636,733
Other Revenue
$0
All Other Contributions
$86,952,818
Change in Net Assets
$78,144,944

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded347$48,212,207Average Price
Securities Closely Held Stock1$2,302,713Last Price
Other Non Cash Contri Table2$14,493Cash Value
Total Noncash Contributions350$50,529,413-

Audited Revenue Reconciliation

Revenue per Audited Statements
$94,095,074
Revenue Not Reported on Financial Statements
$494,477
Revenue Not Reported on Form 990
$1,175,856
Total Revenue per Audited Statements
$95,270,930
Total Revenue per Form 990
$94,589,551
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,104,704
Other Expenses$1,051,003
Salaries, Compensation, and Employee Benefits$288,900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,104,704--$15,104,704
Fees for Service Investment Mgmnt Fees-$494,477-$494,477
Fees for Services Management-$370,824-$370,824
Current Officers, Directors, Trustees, and Key Employees-$147,771-$147,771
Fees for Services Accounting-$128,759-$128,759
Other Salaries and Wages-$100,365-$100,365
Other Employee Benefits-$22,592-$22,592
Depreciation Depletion-$18,961-$18,961
Payroll Taxes-$18,172-$18,172
Interest-$13,519-$13,519
Conferences and Meetings-$3,410-$3,410
Fees for Services Legal-$1,260-$1,260
Other Expenses-$483-$483
Total Functional Expenses$15,104,704$1,339,903$0$16,444,607

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,444,607
Expenses per Audited Statements$15,950,130
Total Expenses per Audited Statements$15,950,130
Expenses Not Reported on Financial Statements$494,477
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached Detail--See Attached Detail$15,104,704
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$650,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Kurt longworth and donna frederick are both employed by stifel trust co”

Form 990, Part VI, Section B, Line 11B

“The 990 was reviewed by the president, executive director, and board of directors prior to filing”

Form 990, Part VI, Section B, Line 12C

“Each board member completed a conflict of interest disclosure which was reviewed by the executive director and outside legal counsel. No restrictions were imposed as a result of the reviews”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Stifel Charitable Inc
EIN
84-2049692
In Care Of
% STIFEL CHARITABLE INC
Phone
3143424422
Address
501 N BROADWAY, ST LOUIS, MO 63102

Signing Officer

Name
Kurt Longworth
Title
President
Phone
3143427301
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt Longworth
Formed
2019
Legal Domicile
De
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Forvis Llp
Address
211 N BROADWAY SUITE 600, ST LOUIS, MO 63102-2733
Preparer
Donna J Larson
Phone
3142315544
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“ASC 740 Disclosure: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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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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IRS990/OtherLiabilitiesGrp/EOYAmt0650100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0100365
IRS990/OtherSalariesAndWagesGrp/TotalAmt0100365
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018172
IRS990/PayrollTaxesGrp/TotalAmt018172
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KURT LONGWORTH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt048032831
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03662359
IRS990/PYInvestmentIncomeAmt01328311
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0256648
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt045228331
IRS990/PYSalariesCompEmpBnftPaidAmt0213804
IRS990/PYTotalExpensesAmt04132811
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt049361142
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt078144944
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086952818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt048032831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04824251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0139809900
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02124633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0568052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03689
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02696374
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0127343340
IRS990ScheduleA/SubstantialContributorsTotAmt012466560
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086952818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt048032831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04824251
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0139809900
IRS990ScheduleA/TotalSupportAmt0142506274
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt083420358
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt015090588
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0539
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0127561460
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0494477
IRS990ScheduleD/ExpensesSubtotalAmt015950130
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FundsAndOtherAccountsContriAmt03530622
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt014116
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt06
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt03619814
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0494477
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0494477
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01175856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0650100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotReportedAmt01175856
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0494477
IRS990ScheduleD/RevenueSubtotalAmt094095074
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASC 740 Disclosure: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt016444607
IRS990ScheduleD/TotalLiabilityAmt0650100
IRS990ScheduleD/TotalRevenuePerForm990Amt094589551
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt095270930
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015950130
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt015104704
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE ATTACHED DETAIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED DETAIL
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STIFEL CHARITABLE PROVIDES A RECOMMENDED PURPOSE FOR ALL GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt0465
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0127987
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0225000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt01000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09272
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt021361
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KURT LONGWORTH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0384620
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The executive director is compensated by a related organization. The president of the related organization determines the compensation of the executive director.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/Form8283ReceivedCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt02
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0LIFE INSURANCE POLICY
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0CASH VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt014493
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/MethodOfDeterminingRevenuesTxt0LAST PRICE
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt02302713
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt0347
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVERAGE PRICE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt048212207
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN PART I, COLUMN B.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN B
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KURT LONGWORTH AND DONNA FREDERICK ARE BOTH EMPLOYED BY STIFEL TRUST CO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WAS REVIEWED BY THE PRESIDENT, EXECUTIVE DIRECTOR, AND BOARD OF DIRECTORS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD MEMBER COMPLETED A CONFLICT OF INTEREST DISCLOSURE WHICH WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND OUTSIDE LEGAL COUNSEL. NO RESTRICTIONS WERE IMPOSED AS A RESULT OF THE REVIEWS

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,307,100
Liabilities
$1,572,879
Net assets
$130,734,221
Revenue
$94,589,551
Expenses
$16,444,607
Net income
$78,144,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$509$0.88$508$340$59.5$281
2023Summary only. Only limited summary data is available for this year.$225$1.10$223$79.0$35.5$43.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$160$1.56$158$77.6$26.4$51.2
2021Detailed filing. Detailed filing data is available for this year.$132$1.57$131$94.6$16.4$78.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.2$0.78$51.4$49.4$4.13$45.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.17$4.61$4.83$0.25$4.58