Civic Intelligence

Kelly Charitable Trust

990PF • Fiscal year 2015 • EIN 26-4060029

May 01, 2014 to Apr 30, 2015 • Filed on Jul 17, 2015

Organization Profile
First Option Bank PO Box BPaola, KS 66071

(913) 294-3811

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

9th percentile

-70%

Higher net margin than 9% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

63rd percentile

$15,960

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 36.1% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

48th percentile

-0.0%

Faster asset growth than 48% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

4.2%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$983,534

Down $18,048 (-1.8%) from 2013

Net Assets

Down

$983,534

Down $18,048 (-1.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin9th percentile

Revenue

$44,165

No earlier filing loaded for comparison.

Expenses

Up

$74,898

Up $1,511 (+2.1%) from 2013

Net Income

-$30,733

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,019,977Liabilities 2011: $0Net Assets 2011: $1,019,9772011Assets 2013: $1,001,582Liabilities 2013: $0Net Assets 2013: $1,001,5822013Assets 2015: $983,534Liabilities 2015: $0Net Assets 2015: $983,5342015Assets 2022: $1,406,242Liabilities 2022: $0Net Assets 2022: $1,406,2422022Assets 2023: $1,310,344Liabilities 2023: $0Net Assets 2023: $1,310,3442023Assets 2025: $1,318,983Liabilities 2025: $0Net Assets 2025: $1,318,9832025

Highlighted filing

2015

Assets$983,534
Liabilities$0
Net Assets$983,534
Open 2015 Filing

Operations Trend

Revenue Growth55th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $55,8652011Expenses 2013: $73,3872013Revenue 2015: $44,165Expenses 2015: $74,898Net Income 2015: -$30,7332015Revenue 2022: $94,894Expenses 2022: $88,438Net Income 2022: $6,4562022Revenue 2023: -$7,124Expenses 2023: $88,774Net Income 2023: -$95,8982023Revenue 2025: $102,106Expenses 2025: $77,396Net Income 2025: $24,7102025

Highlighted filing

2015

Revenue$44,165
Expenses$74,898
Net Income-$30,733
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Jul 17, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$15,960-$15,960
Filing and Contact Details

Filer

Filer Name
Kelly Charitable Trust
EIN
26-4060029
Phone
9132943811
Address
FIRST OPTION BANK PO BOX B, PAOLA, KS 66071

Signing Officer

Name
First Option Bank Trustee
Title
Trustee
Phone
9132943811
Signed
2015-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Agler & Gaeddert Chartered
Address
PO BOX 1020, OTTAWA, KS 66067-1020
Preparer
Lucille L Hinderliter
Phone
7852423170
Raw XML Appendix264 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05167
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt056775
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065901
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061942
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt060734
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt056775
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030299
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS
TaxesSchedule/TaxesDetail/Amt0188
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST OPTION BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09132943811
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0264060029
ReturnHeader/Filer/PhoneNum09132943811
ReturnHeader/Filer/USAddress/AddressLine1Txt0FIRST OPTION BANK PO BOX B
ReturnHeader/Filer/USAddress/CityNm0PAOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGLER & GAEDDERT CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1020
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OTTAWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0660671020
ReturnHeader/PreparerPersonGrp/PhoneNum07852423170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCILLE L HINDERLITER
ReturnHeader/ReturnTs02015-07-27T09:47:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$983,534
Liabilities
$0
Net assets
$983,534
Revenue
$44,165
Expenses
$74,898
Net income
-$30,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.01$0.09$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.09$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06