Civic Intelligence

David Owen Long Charitable Trust

990PF • Fiscal year 2021 • EIN 37-6380565

Nov 01, 2020 to Oct 31, 2021 • Filed on Jan 19, 2022

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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

90th percentile

65%

Faster asset growth than 90% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

1262%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$814,815

Up $321,806 (+65%) from 2020

Net Assets

Up

$814,815

Up $321,806 (+65%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin97th percentile

Revenue

Up

$363,180

Up $336,514 (+1262%) from 2020

Expenses

Up

$41,375

Up $4,332 (+12%) from 2020

Net Income

Up

$321,805

Up $332,182 (+3201%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth90th 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: $1Net Assets 2021: $814,8152021Assets 2022: $762,596Liabilities 2022: $1Net Assets 2022: $762,5962022Assets 2023: $723,106Liabilities 2023: $12023Assets 2025: $677,097Liabilities 2025: $0Net Assets 2025: $677,0972025

Highlighted filing

2021

Assets$814,815
Liabilities$1
Net Assets$814,815
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

2021

Revenue$363,180
Expenses$41,375
Net Income$321,805
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jan 19, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay56th 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
2022-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Commerce Trust Company
Address
PO BOX 419248, KANSAS CITY, MO 64141-6248
Preparer
Douglas L Nelson
Phone
8162342000
Raw XML Appendix296 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt039070
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039599
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036792
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt039070
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01394
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0279
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01115
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0411
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ESTIMATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE GARZANELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08162342000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-19
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/PreparerFirmGrp/PreparerFirmEIN0480962626
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMMERCE TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 419248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0641416248
ReturnHeader/PreparerPersonGrp/PhoneNum08162342000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS L NELSON
ReturnHeader/ReturnTs02022-02-01T18:18:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARZANELLI
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$814,815
Liabilities
$1
Net assets
$814,815
Revenue
$363,180
Expenses
$41,375
Net income
$321,805
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.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.00$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
2021Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$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