Civic Intelligence

Kenneth Caffey Memorial Scholarship Foundation % Stuart Caffey

990PF • Fiscal year 2019 • EIN 26-3110470

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 13, 2020

Organization Profile
12715 Lone Moutain PassLeander, TX 78641

(512) 267-7546

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

91st percentile

86%

Faster asset growth than 91% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

8020%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$23,499

Up $10,850 (+86%) from 2018

Net Assets

Up

$23,499

Up $10,850 (+86%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Up

$40,600

Up $40,100 (+8020%) from 2018

Expenses

Up

$29,750

Up $18,650 (+168%) from 2018

Net Income

Up

$10,850

Up $21,450 (+202%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$40K$30K$20K$10K$0Assets 2010: $21,199Liabilities 2010: $0Net Assets 2010: $21,1992010Assets 2011: $5,099Liabilities 2011: $0Net Assets 2011: $5,0992011Assets 2012: $20,094Liabilities 2012: $0Net Assets 2012: $20,0942012Assets 2013: $24,249Liabilities 2013: $0Net Assets 2013: $24,2492013Assets 2014: $17,749Liabilities 2014: $0Net Assets 2014: $17,7492014Assets 2015: $34,249Liabilities 2015: $0Net Assets 2015: $34,2492015Assets 2016: $13,749Liabilities 2016: $0Net Assets 2016: $13,7492016Assets 2017: $23,249Liabilities 2017: $0Net Assets 2017: $23,2492017Assets 2018: $12,649Liabilities 2018: $0Net Assets 2018: $12,6492018Assets 2019: $23,499Liabilities 2019: $0Net Assets 2019: $23,4992019Assets 2020: $15,199Liabilities 2020: $0Net Assets 2020: $15,1992020Assets 2021: $7,298Liabilities 2021: $0Net Assets 2021: $7,2982021Assets 2022: $18,868Liabilities 2022: $0Net Assets 2022: $18,8682022Assets 2023: $15,838Liabilities 2023: $0Net Assets 2023: $15,8382023Assets 2024: $6,718Liabilities 2024: $0Net Assets 2024: $6,7182024

Highlighted filing

2019

Assets$23,499
Liabilities$0
Net Assets$23,499
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $38,0642010Expenses 2011: $55,0002011Expenses 2012: $36,2062012Revenue 2013: $29,300Expenses 2013: $32,500Net Income 2013: -$3,2002013Revenue 2014: $22,500Expenses 2014: $29,000Net Income 2014: -$6,5002014Revenue 2015: $40,000Expenses 2015: $23,500Net Income 2015: $16,5002015Revenue 2016: $500Expenses 2016: $21,000Net Income 2016: -$20,5002016Revenue 2017: $20,500Expenses 2017: $11,000Net Income 2017: $9,5002017Revenue 2018: $500Expenses 2018: $11,100Net Income 2018: -$10,6002018Revenue 2019: $40,600Expenses 2019: $29,750Net Income 2019: $10,8502019Revenue 2020: $21,500Expenses 2020: $29,800Net Income 2020: -$8,3002020Revenue 2021: $20,600Expenses 2021: $28,501Net Income 2021: -$7,9012021Revenue 2022: $40,100Expenses 2022: $28,530Net Income 2022: $11,5702022Revenue 2023: $20,600Expenses 2023: $23,630Net Income 2023: -$3,0302023Revenue 2024: $7,100Expenses 2024: $16,220Net Income 2024: -$9,1202024

Highlighted filing

2019

Revenue$40,600
Expenses$29,750
Net Income$10,850
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART CAFFEYPresident-$0--
DAWN MARLOWSecretary, Treasurer-$0--
REBECCA MCWILLIAMSDirector-$0--
SHERRY SCHNEIDERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kenneth Caffey Memorial
EIN
26-3110470
Phone
5122677546
Address
12715 LONE MOUTAIN PASS, LEANDER, TX 78641

Signing Officer

Name
Stuart Caffey
Title
President
Phone
5122677546
Signed
2020-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Cynthia Bishop CPA
Phone
9133382727
Raw XML Appendix330 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP FOR SPECIFIC STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP FOR SPECIFIC STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP FOR SPECIFIC STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEXAS A&M UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEXAS STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MARY HARDIN BAYLOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF TEXAS SAN ANTIONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF TEXAS AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHOLARSHIPS OFFICE THE PAVILION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1JC KELLAM BUILDING ROOM 188 601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2900 COLLEGE STREET BOX 8003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ONE STOP ENROLLMENT CENTER 1 UTSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4MAIN BUILDING 110 INNER CAMPUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0200 SPENSE STREET 1252 TAMU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLLEGE STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN MARCOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178666
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276513
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478705
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0717
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt087774
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028033
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018761
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022500
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028033
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0114302
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086269
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART CAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05122677546
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH CAFFEY MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FOUNDATION % STUART CAFFEY
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0263110470
ReturnHeader/Filer/PhoneNum05122677546
ReturnHeader/Filer/USAddress/AddressLine1Txt012715 LONE MOUTAIN PASS
ReturnHeader/Filer/USAddress/CityNm0LEANDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078641
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA BISHOP CPA
ReturnHeader/ReturnTs02020-03-24T12:25:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$23,499
Liabilities
$0
Net assets
$23,499
Revenue
$40,600
Expenses
$29,750
Net income
$10,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.00$6.72$7.10$16.2$9.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.00$15.8$20.6$23.6$3.03
2022Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$40.1$28.5$11.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$20.6$28.5$7.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$21.5$29.8$8.30
2019Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$40.6$29.8$10.9
2018Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.50$11.1$10.6
2017Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$20.5$11.0$9.50
2016Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.50$21.0$20.5
2015Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$40.0$23.5$16.5
2014Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$22.5$29.0$6.50
2013Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$29.3$32.5$3.20
2012Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$36.2
2011Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$55.0
2010Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$38.1