Civic Intelligence

Kelly Charitable Trust

990PF • Fiscal year 2021 • EIN 26-4060029

May 01, 2020 to Apr 30, 2021 • Filed on Aug 06, 2021

Organization Profile
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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

72nd percentile

32%

Higher net margin than 72% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$24,743

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,399,786

Up $416,252 (+42%) from 2015

Net Assets

Up

$1,399,786

Up $416,252 (+42%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin72nd percentile

Revenue

Up

$119,446

Up $75,281 (+170%) from 2015

Expenses

Up

$80,793

Up $5,895 (+7.9%) from 2015

Net Income

Up

$38,653

Up $69,386 (+226%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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 2021: $1,399,786Liabilities 2021: $0Net Assets 2021: $1,399,7862021Assets 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

2021

Assets$1,399,786
Liabilities$0
Net Assets$1,399,786
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $55,8652011Expenses 2013: $73,3872013Revenue 2015: $44,165Expenses 2015: $74,898Net Income 2015: -$30,7332015Revenue 2021: $119,446Expenses 2021: $80,793Net Income 2021: $38,6532021Revenue 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

2021

Revenue$119,446
Expenses$80,793
Net Income$38,653
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Aug 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST OPTION BANKTrustee-$24,743-$24,743
Filing and Contact Details

Filer

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

Signing Officer

Name
First Option Bank Trust Department
Title
Trustee
Phone
9132592110
Signed
2021-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Agler & Gaeddert Chartered
Address
PO BOX 1020, OTTAWA, KS 66067
Preparer
Lucille L Hinderliter CPA
Phone
7852423170
Raw XML Appendix371 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE EXCISE TAX REFUND IS A NONTAXABLE RECEIPT RELATED TO FDN ACTIVITY
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0702 BAPTISTE DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PAOLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066071
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST OPTION BANK TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum09132592110
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION IS AVAILABLE AT: WWW.FIRSTOPTIONBANK.COM/ABOUT-US/ TRUSTEED-FOUNDATIONS/APPLICATION-GUIDELINES/
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0KERI [email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHARITABLE FOUNDATIONS FIRST OPTION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09132949222
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0ATTN KERI PETERSON TRUST OFFICER PO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0BOX B 702 BAPTISTE DR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PAOLA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd066071
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ENTITIES UNDER SEC 170(C)(2), 501(C)(3), 2522(A)(2) IF GIFT DEDUCTIBLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0REQUEST MUST BE RECEIVED BEFORE MARCH 1 EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt053800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0REPLACE HVAC SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MY FATHERS HOUSE COMMUNITY SERVICES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01004 NORTH PEARL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PAOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066071
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053800
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/AppliedToCurrentYearAmt014148
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt053758
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067906
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056384
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053758
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0300
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST OPTION BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09132592110
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST OPTION BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0264060029
ReturnHeader/Filer/PhoneNum09132943811
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX B
ReturnHeader/Filer/USAddress/CityNm0PAOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480894999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGLER & GAEDDERT CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1020
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OTTAWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066067
ReturnHeader/PreparerPersonGrp/PhoneNum07852423170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCILLE L HINDERLITER CPA
ReturnHeader/ReturnTs02021-08-06T12:35:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FIRST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OPTION BANK TRUST DE
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,399,786
Liabilities
$0
Net assets
$1,399,786
Revenue
$119,446
Expenses
$80,793
Net income
$38,653
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
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.12$0.08$0.04
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