Civic Intelligence

David Owen Long Charitable Trust

990PF • Fiscal year 2023 • EIN 37-6380565

Nov 01, 2022 to Oct 31, 2023 • Filed on Feb 08, 2024

Organization Profile
PO Box 419248Kansas City, MO 64141-6248

(816) 234-2000

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.00x

Higher debt load relative to revenue than 44% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

1st percentile

-5500%

Higher net margin than 1% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

25th percentile

-5.2%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$723,106

Down $39,490 (-5.2%) from 2022

Net Assets

Down

$723,106

Down $39,490 (-5.2%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin1st percentile

Revenue

Up

$718

Up $4,584 (+119%) from 2022

Expenses

Down

$40,208

Down $8,145 (-17%) from 2022

Net Income

Up

-$39,490

Up $12,729 (+24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$1.0M$500K$0Assets 2011: $527,410Liabilities 2011: $02011Assets 2012: $544,941Liabilities 2012: $02012Assets 2013: $561,188Liabilities 2013: $02013Assets 2014: $547,664Liabilities 2014: $02014Assets 2015: $532,674Liabilities 2015: $02015Assets 2019: $503,385Liabilities 2019: $02019Assets 2020: $493,009Liabilities 2020: $1Net Assets 2020: $493,0092020Assets 2021: $814,815Liabilities 2021: $12021Assets 2022: $762,596Liabilities 2022: $1Net Assets 2022: $762,5962022Assets 2023: $723,106Liabilities 2023: $1Net Assets 2023: $723,1062023Assets 2025: $677,097Liabilities 2025: $0Net Assets 2025: $677,0972025

Highlighted filing

2023

Assets$723,106
Liabilities$1
Net Assets$723,106
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2011: $19,035Expenses 2011: $30,170Net Income 2011: -$11,1352011Revenue 2012: $21,327Expenses 2012: $3,796Net Income 2012: $17,5312012Revenue 2013: $75,114Expenses 2013: $58,867Net Income 2013: $16,2472013Revenue 2014: $18,868Expenses 2014: $32,391Net Income 2014: -$13,5232014Revenue 2015: $19,793Expenses 2015: $34,781Net Income 2015: -$14,9882015Revenue 2019: $16,406Expenses 2019: $37,328Net Income 2019: -$20,9222019Revenue 2020: $26,666Expenses 2020: $37,043Net Income 2020: -$10,3772020Revenue 2021: $363,180Expenses 2021: $41,375Net Income 2021: $321,8052021Revenue 2022: -$3,866Expenses 2022: $48,353Net Income 2022: -$52,2192022Revenue 2023: $718Expenses 2023: $40,208Net Income 2023: -$39,4902023Revenue 2025: $17,791Expenses 2025: $40,049Net Income 2025: -$22,2582025

Highlighted filing

2023

Revenue$718
Expenses$40,208
Net Income-$39,490
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Feb 8, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUMAN STATE UNIVERSITYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David Owen Long Charitable Trust
EIN
37-6380565
Phone
8162342000
Address
PO BOX 419248, KANSAS CITY, MO 64141-6248

Signing Officer

Name
Mike Garzanelli
Title
Trustee
Phone
8162342000
Signed
2024-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Commerce Trust
Address
PO BOX 419248, KANSAS CITY, MO 64141-6248
Preparer
Michael Vaughan
Phone
8162342000
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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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ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE GARZANELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08162342000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID OWEN LONG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0376380565
ReturnHeader/Filer/PhoneNum08162342000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 419248
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0641416248
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480962626
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMMERCE TRUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 419248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0641416248
ReturnHeader/PreparerPersonGrp/PhoneNum08162342000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL VAUGHAN
ReturnHeader/ReturnTs02024-02-09T09:17:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARZANELLI
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-10-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$723,106
Liabilities
$1
Net assets
$723,106
Revenue
$718
Expenses
$40,208
Net income
-$39,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.18$0.40$0.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.01$0.40$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.00$7.63$0.04$0.48$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.00$3.63$0.41$3.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$0.27$0.37$0.10
2019Summary only. Only limited summary data is available for this year.$5.03$0.00$0.16$0.37$0.21
2015Summary only. Only limited summary data is available for this year.$5.33$0.00$0.20$0.35$0.15
2014Summary only. Only limited summary data is available for this year.$5.48$0.00$0.19$0.32$0.14
2013Summary only. Only limited summary data is available for this year.$5.61$0.00$0.75$0.59$0.16
2012Summary only. Only limited summary data is available for this year.$5.45$0.00$0.21$0.04$0.18
2011Summary only. Only limited summary data is available for this year.$5.27$0.00$0.19$0.30$0.11