Civic Intelligence

Rose Morgan Scholarship Fund Trust

EIN 43-1409393 • 501(c)3 • Overland Park, KS

Profile

To provide grants to needy students of hyman brand hebrew academy

5901 College Boulevard Suite 100Overland Park, KS 66211

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$5,684

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

252%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,229,416

Up $8,533 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,229,416

Up $8,533 (+0.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin70th percentile

Revenue

Up

$46,336

Up $33,185 (+252%) from 2023

Expenses

Up

$38,513

Up $18,572 (+93%) from 2023

Net Income

Up

$7,823

Up $14,613 (+215%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $911,351Liabilities 2011: $0Net Assets 2011: $911,3512011Assets 2012: $948,212Liabilities 2012: $0Net Assets 2012: $948,2122012Assets 2013: $965,497Liabilities 2013: $0Net Assets 2013: $965,4972013Assets 2014: $1,013,085Liabilities 2014: $0Net Assets 2014: $1,013,0852014Assets 2015: $1,076,776Liabilities 2015: $32,820Net Assets 2015: $1,043,9562015Assets 2016: $1,068,072Liabilities 2016: $22,680Net Assets 2016: $1,045,3922016Assets 2017: $1,088,165Liabilities 2017: $23,500Net Assets 2017: $1,064,6652017Assets 2018: $1,123,077Liabilities 2018: $24,366Net Assets 2018: $1,098,7112018Assets 2019: $1,112,071Liabilities 2019: $0Net Assets 2019: $1,112,0712019Assets 2020: $1,176,355Liabilities 2020: $0Net Assets 2020: $1,176,3552020Assets 2021: $1,253,352Liabilities 2021: $0Net Assets 2021: $1,253,3522021Assets 2022: $1,249,428Liabilities 2022: $0Net Assets 2022: $1,249,4282022Assets 2023: $1,220,883Liabilities 2023: $0Net Assets 2023: $1,220,8832023Assets 2024: $1,229,416Liabilities 2024: $0Net Assets 2024: $1,229,4162024

Highlighted filing

2024

Assets$1,229,416
Liabilities$0
Net Assets$1,229,416
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $38,1672011Expenses 2012: $37,0152012Revenue 2013: $53,547Expenses 2013: $36,262Net Income 2013: $17,2852013Revenue 2014: $82,367Expenses 2014: $34,779Net Income 2014: $47,5882014Revenue 2015: $63,572Expenses 2015: $32,701Net Income 2015: $30,8712015Revenue 2016: $32,536Expenses 2016: $31,100Net Income 2016: $1,4362016Revenue 2017: $50,935Expenses 2017: $31,662Net Income 2017: $19,2732017Revenue 2018: $67,610Expenses 2018: $33,564Net Income 2018: $34,0462018Revenue 2019: $49,326Expenses 2019: $31,434Net Income 2019: $17,8922019Revenue 2020: $103,433Expenses 2020: $40,542Net Income 2020: $62,8912020Revenue 2021: $109,686Expenses 2021: $31,824Net Income 2021: $77,8622021Revenue 2022: $31,740Expenses 2022: $33,669Net Income 2022: -$1,9292022Revenue 2023: $13,151Expenses 2023: $19,941Net Income 2023: -$6,7902023Revenue 2024: $46,336Expenses 2024: $38,513Net Income 2024: $7,8232024

Highlighted filing

2024

Revenue$46,336
Expenses$38,513
Net Income$7,823
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,229,416
Liabilities
$0
Net assets
$1,229,416
Revenue
$46,336
Expenses
$38,513
Net income
$7,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.05$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.01$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.11$0.03$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.10$0.04$0.06
2019Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.05$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.10$0.07$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.06$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.03$1.04$0.06$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.03$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.1
Gross Receipts
$259,655
Mission and Program Overview

Mission

To provide grants to needy students of hyman brand hebrew academy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,180,134$1,186,734▲ $6,600
Savings and Temporary Cash Investments$40,749$42,682▲ $1,933
Total Assets$1,220,883$1,229,416▲ $8,533
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,220,883$1,229,416▲ $8,533
Total Net Assets Fund Balance$1,220,883$1,229,416▲ $8,533
Total Liabilities and Net Assets / Fund Balance$1,220,883$1,229,416▲ $8,533
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
-Co-trustee$5,684$5,684

Board Members and Trustees

NameTitle
Amanda MorganCo-trustee
Carl PuritzCo-trustee
Floyd FreidenCo-trustee
Mark MandelbaumCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$46,336
Other Revenue
$0
Change in Net Assets
$7,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,192
Other Expenses$6,637
Salaries, Compensation, and Employee Benefits$5,684
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,192--$26,192
Fees for Service Investment Mgmnt Fees-$5,684-$5,684
Current Officers, Directors, Trustees, and Key Employees-$5,684-$5,684
Fees for Services Accounting-$727-$727
All Other Expenses-$226-$226
Total Functional Expenses$26,192$12,321$0$38,513
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Business relationship with 35% controlled entity
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The governing body is a corporate trustee and therefore has written actions made during the year.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The governing body is a corporate trustee and therefore has written actions made during the year.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The form 990 is sent to the administrative officer for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Conflict of interest policy is required to be signed annually.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rose Morgan Scholarship Fund Trust
EIN
43-1409393
Phone
9133190300
Address
5901 COLLEGE BOULEVARD SUITE 100, OVERLAND PARK, KS 66211

Signing Officer

Name
David B Yost
Title
President
Phone
9133190300
Signed
2025-05-28
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Ks
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLAZA SUITE 2300, PROVIDENCE, RI 02903
Preparer
Lyle J Mohler
Phone
6892065200
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference $1.77, roc adjustmemt $227.90, accretion $1013.51, purchased accrued interest -$536.28.”

Raw XML Appendix308 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.

Path#Value
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm2FLOYD FREIDEN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt08018
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt026192
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt026192
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0221337
IRS990/GrossReceiptsAmt0259655
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt038318
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038318
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01180134
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0213319
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE GRANTS TO NEEDY STUDENTS OF HYMAN BRAND HEBREW ACADEMY
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/PartialLiquidationInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MIDWEST TRUST COMPANY AS TRUSTEE MAINTAINS A HISTORIC AND CONTINUING RELATIONSHIP WITH ROSE MORGAN SCHOLARSHIP FUND TRUST IN WHICH THE TRUST OFFICER IS IN COMMUNICATIONS WITH THE CORRESPONDENT OF THE CHARITY REGARDING THE EXPECTATION OF THE CURRENT YEAR CHARITABLE DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1MIDWEST TRUST COMPANY AS TRUSTEE IS RESPONSIVE AND ATTENTIVE TO THE ROSE MORGAN SCHOLARSHIP FUND TRUST WHICH IS AN AFFILIATE OF THE HYMAN BRAND HEBREW ACADEMY THE TRUST OFFICER COMMUNICATES WITH THE CORRESPONDENT OF THE CHARITY AS TO THE ACADEMY NEEDS AND PURPOSE OF THE FUNDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY IS A CORPORATE TRUSTEE AND THEREFORE HAS WRITTEN ACTIONS MADE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY IS A CORPORATE TRUSTEE AND THEREFORE HAS WRITTEN ACTIONS MADE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS SENT TO THE ADMINISTRATIVE OFFICER FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUTUAL FUND TIMING DIFFERENCE $1.77, ROC ADJUSTMEMT $227.90, ACCRETION $1013.51, PURCHASED ACCRUED INTEREST -$536.28.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B YOST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE MORGAN SCHOLARSHIP FUND TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLAZA SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
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ReturnHeader/PreparerPersonGrp/PhoneNum06892065200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-28T15:01:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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