Civic Intelligence

Robert E Oliphant Charitable Foundation Trust

990PF • Fiscal year 2015 • EIN 31-6652673

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

c/o Robert C Welch 311 W KansasIndependence, MO 64050

(816) 836-8000

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

15th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

96th percentile

59%

Faster asset growth than 96% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-36%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$12,770,588

Up $4,761,070 (+59%) from 2014

Net Assets

Up

$12,770,588

Up $4,761,070 (+59%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$5,162,070

Down $2,847,448 (-36%) from 2014

Expenses

Up

$401,000

Up $401,000 from 2014

Net Income

Down

$4,761,070

Down $3,248,448 (-41%) from 2014

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2014: $8,009,518Liabilities 2014: $0Net Assets 2014: $8,009,5182014Assets 2015: $12,770,588Liabilities 2015: $0Net Assets 2015: $12,770,5882015Assets 2016: $14,840,049Liabilities 2016: $0Net Assets 2016: $14,840,0492016Assets 2017: $15,806,877Liabilities 2017: $0Net Assets 2017: $15,806,8772017Assets 2019: $16,848,368Liabilities 2019: $0Net Assets 2019: $16,848,3682019Assets 2020: $18,116,214Liabilities 2020: $0Net Assets 2020: $18,116,2142020Assets 2021: $19,752,800Liabilities 2021: $0Net Assets 2021: $19,752,8002021Assets 2022: $20,933,902Liabilities 2022: $0Net Assets 2022: $20,933,9022022Assets 2024: $21,271,819Liabilities 2024: $0Net Assets 2024: $21,271,8192024

Highlighted filing

2015

Assets$12,770,588
Liabilities$0
Net Assets$12,770,588

Operations Trend

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

$10M$5.0M$0Expenses 2011: $02011Expenses 2012: $02012Revenue 2014: $8,009,518Expenses 2014: $0Net Income 2014: $8,009,5182014Revenue 2015: $5,162,070Expenses 2015: $401,000Net Income 2015: $4,761,0702015Revenue 2016: $2,893,317Expenses 2016: $432,447Net Income 2016: $2,460,8702016Revenue 2017: $1,478,041Expenses 2017: $620,489Net Income 2017: $857,5522017Revenue 2019: $1,379,432Expenses 2019: $934,474Net Income 2019: $444,9582019Revenue 2020: $2,514,768Expenses 2020: $976,130Net Income 2020: $1,538,6382020Revenue 2021: $2,746,272Expenses 2021: $1,161,046Net Income 2021: $1,585,2262021Revenue 2022: $2,388,076Expenses 2022: $1,196,974Net Income 2022: $1,191,1022022Revenue 2024: $2,008,483Expenses 2024: $1,121,483Net Income 2024: $887,0002024

Highlighted filing

2015

Revenue$5,162,070
Expenses$401,000
Net Income$4,761,070
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT C WELCHCo-TrusteePT$0--
JIM POLLARDCo-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Robert E Oliphant Charitable Foundation
EIN
31-6652673
Phone
8168368000
Address
c/o Robert C Welch 311 W Kansas, Independence, MO 64050

Signing Officer

Name
Robert C Welch
Title
Co-trustee
Phone
8168368000
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Crowe and Heckman PC
Address
145 E Main PO Box 491, Adrian, MO 64720
Preparer
Michael S Crowe Sr
Phone
8162972233
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Northwest Community Dev Corp
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Cole Eugene Steelman Mem Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Alzheimer Disease & Disorder Assn
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Bridge Leadership Academy
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Sugar Creek Citizens Relief
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8201 N Forest Ave
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Olipharm Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Robert E Oliphant Trust
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