Civic Intelligence

David Owen Long Charitable Trust

990PF • Fiscal year 2022 • EIN 37-6380565

Nov 01, 2021 to Oct 31, 2022 • Filed on Feb 14, 2023

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

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

1351%

Higher net margin than 100% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

28th percentile

-6.4%

Faster asset growth than 28% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$762,596

Down $52,219 (-6.4%) from 2021

Net Assets

$762,596

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$3,866

Down $367,046 (-101%) from 2021

Expenses

Up

$48,353

Up $6,978 (+17%) from 2021

Net Income

Down

-$52,219

Down $374,024 (-116%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th 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: $12023Assets 2025: $677,097Liabilities 2025: $0Net Assets 2025: $677,0972025

Highlighted filing

2022

Assets$762,596
Liabilities$1
Net Assets$762,596
Open 2022 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

2022

Revenue-$3,866
Expenses$48,353
Net Income-$52,219
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Feb 14, 2023
Return Version
2021v4.2
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
2023-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Commerce Trust Company
Address
PO BOX 419248, KANSAS CITY, MO 64141-6248
Preparer
Michael Vaughan
Phone
8162342000
Raw XML Appendix288 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/UndistributedIncomePYAmt036792
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0412
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt082
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0329
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt05040
TaxesSchedule/TaxesDetail/Amt14509
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX - PRIVATE FOUNDATION
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE GARZANELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08162342000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-14
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/PreparerPersonNm0MICHAEL VAUGHAN
ReturnHeader/ReturnTs02023-02-15T08:38:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARZANELLI
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$762,596
Liabilities
$1
Net assets
$762,596
Revenue
-$3,866
Expenses
$48,353
Net income
-$52,219
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
2022Detailed filing. Detailed filing data is available for this year.$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