Civic Intelligence

The Francis Family Foundation

EIN 43-1492132 • Kansas City, MO

View Organization Page

800 W 47th St 717Kansas City, MO 64112
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

20th percentile

-1.7%

Faster asset growth than 20% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-31%

Faster revenue growth than 7% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$93,133,097

Down $1,618,349 (-1.7%) from 2023

Liabilities

Flat

$468

Flat from 2023

Net Assets

Down

$93,132,629

Down $1,618,349 (-1.7%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin8th percentile

Revenue

Down

$4,477,168

Down $2,031,599 (-31%) from 2023

Expenses

Up

$6,122,620

Up $519,514 (+9.3%) from 2023

Net Income

Down

-$1,645,452

Down $2,551,113 (-282%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$100M$50M$0-$50MAssets 2011: $90,005,980Liabilities 2011: $76,5002011Assets 2012: $91,708,185Liabilities 2012: $02012Assets 2013: $89,739,218Liabilities 2013: $02013Assets 2014: $92,146,330Liabilities 2014: $22,5002014Assets 2015: $90,854,853Liabilities 2015: $7,5132015Assets 2019: $92,353,058Liabilities 2019: -$35,0252019Assets 2020: $92,451,967Liabilities 2020: $17,643Net Assets 2020: $92,434,3242020Assets 2021: $95,853,843Liabilities 2021: $139,967Net Assets 2021: $95,713,8762021Assets 2022: $93,911,988Liabilities 2022: $71,559Net Assets 2022: $93,840,4292022Assets 2023: $94,751,446Liabilities 2023: $468Net Assets 2023: $94,750,9782023Assets 2024: $93,133,097Liabilities 2024: $468Net Assets 2024: $93,132,6292024

Highlighted filing

2024

Assets$93,133,097
Liabilities$468
Net Assets$93,132,629
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $6,063,317Expenses 2011: $6,201,596Net Income 2011: -$138,2792011Revenue 2012: $8,628,677Expenses 2012: $6,849,972Net Income 2012: $1,778,7052012Revenue 2013: $4,986,404Expenses 2013: $6,955,371Net Income 2013: -$1,968,9672013Revenue 2014: $9,712,310Expenses 2014: $7,327,698Net Income 2014: $2,384,6122014Revenue 2015: $5,758,426Expenses 2015: $7,034,916Net Income 2015: -$1,276,4902015Revenue 2019: $6,955,575Expenses 2019: $4,928,343Net Income 2019: $2,027,2322019Revenue 2020: $6,469,177Expenses 2020: $6,338,392Net Income 2020: $130,7852020Revenue 2021: $9,210,066Expenses 2021: $5,930,514Net Income 2021: $3,279,5522021Revenue 2022: $5,043,028Expenses 2022: $6,916,475Net Income 2022: -$1,873,4472022Revenue 2023: $6,508,767Expenses 2023: $5,603,106Net Income 2023: $905,6612023Revenue 2024: $4,477,168Expenses 2024: $6,122,620Net Income 2024: -$1,645,4522024

Highlighted filing

2024

Revenue$4,477,168
Expenses$6,122,620
Net Income-$1,645,452
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$93,133,097
Liabilities
$468
Net assets
$93,132,629
Revenue
$4,477,168
Expenses
$6,122,620
Net income
-$1,645,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.1$0.00$93.1$4.48$6.12$1.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.8$0.00$94.8$6.51$5.60$0.91
2022Detailed filing. Detailed filing data is available for this year.$93.9$0.07$93.8$5.04$6.92$1.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.9$0.14$95.7$9.21$5.93$3.28
2020Detailed filing. Detailed filing data is available for this year.$92.5$0.02$92.4$6.47$6.34$0.13
2019Summary only. Only limited summary data is available for this year.$92.4$0.04$6.96$4.93$2.03
2015Summary only. Only limited summary data is available for this year.$90.9$0.01$5.76$7.03$1.28
2014Summary only. Only limited summary data is available for this year.$92.1$0.02$9.71$7.33$2.38
2013Summary only. Only limited summary data is available for this year.$89.7$0.00$4.99$6.96$1.97
2012Summary only. Only limited summary data is available for this year.$91.7$0.00$8.63$6.85$1.78
2011Summary only. Only limited summary data is available for this year.$90.0$0.08$6.06$6.20$0.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS ANN F BARHOUMBoard Member / Vice-Chair-$0--
MR DAVID V FRANCISBoard Member-$0--
MR J SCOTT FRANCISBoard Member / Chair-$0--
MS SUSAN STANTONFinance Committee Chair / Secretary-$0--
MS DEBBIE BALLARDBoard Member-$0--
MR J MICHAEL SIGLERBoard Member/ Treasurer-$0--
MR JAMES BERNARD JRAsst. Secretary-$0--
MS ANGELA CERVANTESCommittee Member-$0--
MS JOETTE PELSTERCommittee Member-$0--
MR JUAN RANGELCommittee Member-$0--
MS DENESHA SNELLCommittee Member-$0--
MS DAWN TAYLORCommittee Member-$0--
MR KAR WOOCommittee Member-$0--
Filing and Contact Details

Filer

Filer Name
The Francis Family Foundation
EIN
43-1492132
Phone
8165310077
Address
800 W 47TH STREET 717, KANSAS CITY, MO 64112-1249

Signing Officer

Name
Liana Riesinger
Title
Administrator & Sr Program Officer
Phone
8165310077
Signed
2023-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Mo Inc
Address
605 WEST 47TH STREET SUITE 301, KANSAS CITY, MO 64112
Preparer
William Lacy
Phone
8169313393
Raw XML AppendixShowing 400 of 2,557 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt015347
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FOREIGN BONDS AND NOTES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0702301
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1164383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PREFERRED STOCKS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3HEDGE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PRIVATE FIXED INCOME POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012540876
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05830004
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01964848
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1873447
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02985680
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt090901
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt022387
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt022387
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02985680
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04624492
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt060976
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt060976
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0136237
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt045412
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt010570
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010570
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt035331
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt011777
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt047108
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0204774
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MERCER INVESTMENTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MS ANN F BARHOUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MR DAVID V FRANCIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MR J SCOTT FRANCIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MS SUSAN STANTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MS DEBBIE BALLARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MR J MICHAEL SIGLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MR JAMES BERNARD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MS ANGELA CERVANTES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MS JOETTE PELSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9MR JUAN RANGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10MS DENESHA SNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11MS DAWN TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12MR KAR WOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0BOARD MEMBER / VICE-CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER / CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3FINANCE COMMITTEE CHAIR / SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5BOARD MEMBER/ TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6ASST. SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7COMMITTEE MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8COMMITTEE MEMBER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12COMMITTEE MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0800 W 47TH STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm12KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd064112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd164112
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1164112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1264112
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt06499538
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LIANA RIESINGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 W 47TH STREET SUITE 717
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KANSAS CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0641121249
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08165310077
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.FRANCISFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ALL FELLOWSHIP APPLICATIONS MUST BE MADE BY MEANS OF A LINK PROVIDED AT WWW.FRANCISFELLOWSHIPS.ORG: A.) GENERAL DESCRIPTION OF THE CURRENT RESEARCH ACTIVITIES IN THE PULMONARY UNIT; B.) SUMMARY OF PAST TRAINING RECORD OF THE UNIT; C.) BIOGRAPHICAL SKETCH OF THE CANDIDATE FELLOW; D.) AN OUTLINE OF THE RESEARCH PROJECT TO BE UNDERTAKEN; E.) ENDORSEMENT OF THE APPLICATION BY THE APPROPRIATE DEPARTMENT HEAD AND BY AN AUTHORIZED OFFICIAL OF THE INSTITUTION AGREEING TO ADMINISTER THE GRANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1ALL GRANT APPLICATIONS MUST BE MADE VIA A LINK SENT TO THE APPLICANT, THROUGH THE ORGANIZATION'S WEBSITE AT WWW.FRANCISFOUNDATION.ORG.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt1[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0POLLY PARSONS MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1FRANCIS FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08028472550
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum18165310077
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0111 COLCHESTER AVE FL 5

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