Civic Intelligence

Rose Morgan Scholarship Fund Valley View Financial Group Trust Co

990 • Fiscal year 2017 • EIN 43-1409393

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization ProfileN/A
Sec Tr Inv 5901 College BlvdOverland Park, KS 66211

(913) 319-0350

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.46x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$9,385

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

46th percentile

1.9%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,088,165

Up $20,093 (+1.9%) from 2016

Net Assets

Up

$1,064,665

Up $19,273 (+1.8%) from 2016

Liabilities

Up

$23,500

Up $820 (+3.6%) from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin88th percentile

Revenue

Up

$50,935

Up $18,399 (+57%) from 2016

Expenses

Up

$31,662

Up $562 (+1.8%) from 2016

Net Income

Up

$19,273

Up $17,837 (+1242%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2017

Assets$1,088,165
Liabilities$23,500
Net Assets$1,064,665
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$50,935
Expenses$31,662
Net Income$19,273
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Gross Receipts
$307,458
Mission and Program Overview

Mission

To provide grants to needy students of hyman brand hebrew academy

To provide grants to needy students of hyman brand hebrew academy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,049,431$1,068,083▲ $18,652
Savings and Temporary Cash Investments$18,386$18,021▼ $365
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,068,072$1,088,165▲ $20,093
Other Assets Total$255$2,061▲ $1,806
Liabilities
Deferred Revenue$22,680$23,500▲ $820
Total Liabilities$22,680$23,500▲ $820
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,045,392$1,064,665▲ $19,273
Total Net Assets Fund Balance$1,045,392$1,064,665▲ $19,273
Total Liabilities and Net Assets / Fund Balance$1,068,072$1,088,165▲ $20,093
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
Security Trust InvestmentsCo-Trustee$9,385$9,385

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
$50,935
Other Revenue
$0
Change in Net Assets
$19,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,277
Salaries, Compensation, and Employee Benefits$9,385
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$21,827--$21,827
Current Officers, Directors, Trustees, and Key Employees$939$8,446-$9,385
Fees for Services Accounting$45$405-$450
Total Functional Expenses$22,811$8,851$0$31,662
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed before filing by security trust and investments, a co-trustee of the rose morgan scholarship fund.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial information are available upon written request to the governing body.”

Filing and Contact Details

Filer

Filer Name
Rose Morgan Scholarship Fund
EIN
43-1409393
Phone
9133190350
Address
SEC TR INV 5901 COLLEGE BLVD, OVERLAND PARK, KS 66211

Signing Officer

Name
Carrie Demaria
Title
Trust Officer
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
OFlynn & Bihuniak Chartered
Address
9404 Reeds Rd, Overland Park, KS 66207
Preparer
Meridith Bihuniak
Phone
9136486828
Raw XML Appendix348 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BEFORE FILING BY SECURITY TRUST AND INVESTMENTS, A CO-TRUSTEE OF THE ROSE MORGAN SCHOLARSHIP FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, POLICIES AND FINANCIAL INFORMATION ARE AVAILABLE UPON WRITTEN REQUEST TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KS
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01068072
IRS990/TotalAssetsEOYAmt01088165
IRS990/TotalAssetsGrp/BOYAmt01068072
IRS990/TotalAssetsGrp/EOYAmt01088165
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08851
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022811
IRS990/TotalFunctionalExpensesGrp/TotalAmt031662
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022680
IRS990/TotalLiabilitiesEOYAmt023500
IRS990/TotalLiabilitiesGrp/BOYAmt022680
IRS990/TotalLiabilitiesGrp/EOYAmt023500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01045392
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01064665
IRS990/TotalProgramServiceExpensesAmt022811
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt09385
IRS990/TotalRevenueGrp/ExclusionAmt050935
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050935
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01068072
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01088165
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE DEMARIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE MORGAN SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt011915000982
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0431409393
ReturnHeader/Filer/PhoneNum09133190350
ReturnHeader/Filer/USAddress/AddressLine1Txt0SEC TR INV 5901 COLLEGE BLVD
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480986156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFlynn & Bihuniak Chartered
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09404 Reeds Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Overland Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066207
ReturnHeader/PreparerPersonGrp/PhoneNum09136486828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERIDITH BIHUNIAK
ReturnHeader/ReturnTs02018-05-11T09:43:59-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,088,165
Liabilities
$23,500
Net assets
$1,064,665
Revenue
$50,935
Expenses
$31,662
Net income
$19,273
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