Civic Intelligence

Kll Memorial Scholarship Foundation

990 • Fiscal year 2017 • EIN 37-1565433

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

12300 W 161st StreetOverland Park, KS 66221

(913) 219-6574

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$616

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

78th percentile

21%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-5.2%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$590,903

Up $103,451 (+21%) from 2016

Net Assets

Up

$590,903

Up $103,451 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$70,010

Down $3,863 (-5.2%) from 2016

Expenses

Up

$27,762

Up $3,638 (+15%) from 2016

Net Income

Down

$42,248

Down $7,501 (-15%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $176,940Net Assets 2010: $176,9402010Assets 2011: $220,634Liabilities 2011: $0Net Assets 2011: $220,6342011Assets 2012: $278,271Liabilities 2012: $0Net Assets 2012: $278,2712012Assets 2013: $349,185Liabilities 2013: $0Net Assets 2013: $349,1852013Assets 2014: $393,210Liabilities 2014: $0Net Assets 2014: $393,2102014Assets 2015: $420,453Liabilities 2015: $0Net Assets 2015: $420,4532015Assets 2016: $487,452Liabilities 2016: $0Net Assets 2016: $487,4522016Assets 2017: $590,903Liabilities 2017: $0Net Assets 2017: $590,9032017Assets 2018: $581,571Liabilities 2018: $0Net Assets 2018: $581,5712018Assets 2019: $717,357Liabilities 2019: $0Net Assets 2019: $717,3572019Assets 2020: $736,714Liabilities 2020: $0Net Assets 2020: $736,7142020Assets 2021: $753,395Liabilities 2021: $0Net Assets 2021: $753,3952021Assets 2022: $639,171Liabilities 2022: $0Net Assets 2022: $639,1712022Assets 2023: $756,961Liabilities 2023: $0Net Assets 2023: $756,9612023Assets 2024: $858,430Liabilities 2024: $0Net Assets 2024: $858,4302024

Highlighted filing

2017

Assets$590,903
Liabilities$0
Net Assets$590,903

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2010: $79,766Expenses 2010: $12,679Net Income 2010: $67,0872010Expenses 2011: $9,3512011Revenue 2012: $69,250Expenses 2012: $16,857Net Income 2012: $52,3932012Revenue 2013: $97,830Expenses 2013: $15,602Net Income 2013: $82,2282013Revenue 2014: $67,142Expenses 2014: $18,571Net Income 2014: $48,5712014Revenue 2015: $62,316Expenses 2015: $21,182Net Income 2015: $41,1342015Revenue 2016: $73,873Expenses 2016: $24,124Net Income 2016: $49,7492016Revenue 2017: $70,010Expenses 2017: $27,762Net Income 2017: $42,2482017Revenue 2018: $94,434Expenses 2018: $26,920Net Income 2018: $67,5142018Revenue 2019: $53,396Expenses 2019: $28,518Net Income 2019: $24,8782019Revenue 2020: $89,642Expenses 2020: $35,901Net Income 2020: $53,7412020Revenue 2021: $44,862Expenses 2021: $32,276Net Income 2021: $12,5862021Revenue 2022: $38,769Expenses 2022: $29,864Net Income 2022: $8,9052022Revenue 2023: -$33,929Expenses 2023: $26,479Net Income 2023: -$60,4082023Revenue 2024: $49,336Expenses 2024: $32,104Net Income 2024: $17,2322024

Highlighted filing

2017

Revenue$70,010
Expenses$27,762
Net Income$42,248
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.2
Gross Receipts
$77,165
Mission and Program Overview

Mission

Provide educational assistance in the form of scholarships for higher education to children who have lost a parent to cancer. Our mission is to also help children survive the grieving process and continue in life through education.

Provide educational assistance in the form of scholarships for higher education to children who have lost a parent to cancer. Our mission is to also help children survive the grieving process and continue in life through

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$471,403$575,107▲ $103,704
Cash and Non-Interest-Bearing Accounts$16,049$15,796▼ $253
Total Assets$487,452$590,903▲ $103,451
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$487,452$590,903▲ $103,451
Total Net Assets Fund Balance$487,452$590,903▲ $103,451
Total Liabilities and Net Assets / Fund Balance$487,452$590,903▲ $103,451
Compensation and Service Providers

Employees

NameTitleBaseTotal
Shelley GundreyTreasurer$616$616

Board Members and Trustees

NameTitle
Shane LutzPresident
Kurt EwertVice-President
Mackenzie LutzRace Director
John Van BlaricumSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$58,212
Program Service Revenue
$0
Investment Income
$14,045
Other Revenue
$-2,247
All Other Contributions
$11,082
Change in Net Assets
$42,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,000
Other Expenses$10,762
Total Fundraising Expense$422
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,000--$17,000
Fees for Service Investment Mgmnt Fees$0$6,337$0$6,337
Conferences and Meetings$1,806$0$0$1,806
Insurance$0$1,024$0$1,024
Fees for Services Accounting$0$617$0$617
Other Expenses$0$200$0$200
Office Expenses$0$4$0$4
Total Functional Expenses$18,806$8,534$422$27,762
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,155
Fundraising Gross Income$4,908
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k RUN$52,038$4,908$7,155$-2,247
Total Events$52,038$4,908$7,155$-2,247
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

Kurt Ewert 9504 W. 162 St. Overland Park KS 66085

Form 990, Part VI, Line 9

John Van Blaricum 14521 W. 189th St. Olathe KS 66062

Form 990, Part VI, Line 9

Mackenzie Lutz 10259 Garnett St. Overland Park KS 66214

Form 990, Part VI, Line 9

Shelley Gundrey 2593 Arroyo Drive Durango CO 81301

Filing and Contact Details

Filer

Filer Name
KLL Memorial Scholarship Foundation
EIN
37-1565433
Phone
9132196574
Address
12300 W 161st Street, Overland Park, KS 66221

Signing Officer

Name
Shelley L Gundrey
Title
Treasurer
Phone
9132196574
Signed
2018-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelley L Gundrey
Formed
2008
Legal Domicile
Ks
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
30

Preparer

Firm
Gundrey and Associates LLC
Address
555 S Camino Del Rio Ste A4, Durango, CO 81303
Preparer
Shelley L Gundrey CPA
Phone
9709037440
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

The transactions performed by the Foundation are few in quantity and can easily be analyzed to insure no violations of the policy are made.

Pt VI, Line 19

All these documents are available upon request.

Pt VI, Line 2

Shane Lutz and Shelley Gundrey are siblings. Mackenzie Lutz is the daughter of Shane Lutz.

Pt VI, Line 11B

The 990 is provided to the governing body and is reviewed.

Form 990EZ, Part I, Line 8

Schedule K-1 PowerShares #16-6562496

Form 990EZ, Part I, Line 16

Investment fees

Form 990EZ, Part I, Line 16

Taxes & Licenses

Form 990EZ, Part I, Line 16

Credit card fees

Form 990EZ, Part I, Line 16

Fundraising expenses

Form 990EZ, Part I, Line 16

Recipient Dinner

Form 990EZ, Part I, Line 16

Loss on Schedule K-1 Powershares #32-6042243

Raw XML Appendix382 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6Scholarship
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt52
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt61
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The transactions performed by the Foundation are few in quantity and can easily be analyzed to insure no violations of the policy are made.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All these documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Shane Lutz and Shelley Gundrey are siblings. Mackenzie Lutz is the daughter of Shane Lutz.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 is provided to the governing body and is reviewed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Schedule K-1 PowerShares #16-6562496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Investment fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Taxes & Licenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Credit card fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fundraising expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Recipient Dinner
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Loss on Schedule K-1 Powershares #32-6042243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Kurt Ewert 9504 W. 162 St. Overland Park KS 66085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12John Van Blaricum 14521 W. 189th St. Olathe KS 66062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Mackenzie Lutz 10259 Garnett St. Overland Park KS 66214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Shelley Gundrey 2593 Arroyo Drive Durango CO 81301
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part VI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KS
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0487452
IRS990/TotalAssetsEOYAmt0590903
IRS990/TotalAssetsGrp/BOYAmt0487452
IRS990/TotalAssetsGrp/EOYAmt0590903
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt058212
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0422
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08534
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018806
IRS990/TotalFunctionalExpensesGrp/TotalAmt027762
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0487452
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0590903
IRS990/TotalProgramServiceExpensesAmt018806
IRS990/TotalReportableCompFromOrgAmt0616
IRS990/TotalRevenueGrp/ExclusionAmt011798
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070010
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0487452
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0590903
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0487452
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0590903
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02593 Arroyo Drive
IRS990/USAddress/CityNm0Durango
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd081301
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.kllscholarshipfund.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY L GUNDREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09132196574
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLL Memorial Scholarship Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KLLM
ReturnHeader/Filer/EIN0371565433
ReturnHeader/Filer/PhoneNum09132196574
ReturnHeader/Filer/USAddress/AddressLine1Txt012300 W 161st Street
ReturnHeader/Filer/USAddress/CityNm0Overland Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066221
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId039D784576FEEC2864636C0CACEDEC46F83D1DC7D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId039D784576FEEC2864636C0CACEDEC46F83D1DC7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.39.23.206
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:28:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gundrey and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 S Camino Del Rio Ste A4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Durango
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081303
ReturnHeader/PreparerPersonGrp/PhoneNum09709037440
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELLEY L GUNDREY CPA
ReturnHeader/ReturnTs02018-11-15T15:28:17-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.58$0.00$8.58$0.49$0.32$0.17
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.57$0.00$7.57$0.34$0.26$0.60
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.00$6.39$0.39$0.30$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.53$0.00$7.53$0.45$0.32$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.37$0.00$7.37$0.90$0.36$0.54
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.17$0.00$7.17$0.53$0.29$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.94$0.27$0.68
2017Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.70$0.28$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.00$4.87$0.74$0.24$0.50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.62$0.21$0.41
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.93$0.00$3.93$0.67$0.19$0.49
2013Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.98$0.16$0.82
2012Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$0.69$0.17$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.00$2.21$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$1.77$0.80$0.13$0.67
Peer Organizations

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