Civic Intelligence

Kenneth Caffey Memorial Scholarship Foundation % Stuart Caffey

990PF • Fiscal year 2024 • EIN 26-3110470

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 19, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

9th percentile

-58%

Faster asset growth than 9% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-66%

Faster revenue growth than 8% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$6,718

Down $9,120 (-58%) from 2023

Net Assets

Down

$6,718

Down $9,120 (-58%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin6th percentile

Revenue

Down

$7,100

Down $13,500 (-66%) from 2023

Expenses

Down

$16,220

Down $7,410 (-31%) from 2023

Net Income

Down

-$9,120

Down $6,090 (-201%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2024

Assets$6,718
Liabilities$0
Net Assets$6,718
Open 2024 Filing

Operations Trend

Revenue Growth8th 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

2024

Revenue$7,100
Expenses$16,220
Net Income-$9,120
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 19, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2025-03-19
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 Appendix278 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212715 LONE MOUNTAIN PASS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0381
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0118499
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028232
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014619
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0146532
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0131913
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART CAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05122677546
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-19
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02025-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA BISHOP CPA
ReturnHeader/ReturnTs02025-03-21T09:51:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,718
Liabilities
$0
Net assets
$6,718
Revenue
$7,100
Expenses
$16,220
Net income
-$9,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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