Civic Intelligence

Sr Foundation Inc.

990EZ • Fiscal year 2014 • EIN 43-1684214

May 01, 2013 to Apr 30, 2014 • Filed on Mar 15, 2015

605 W 47th StreetSuite STE 35064112

(816) 753-5400

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

27th percentile

-6.5%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-1.6%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

80000%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$466,738

Down $7,753 (-1.6%) from 2013

Net Assets

Down

$466,738

Down $7,753 (-1.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$120,150

Up $120,000 (+80000%) from 2013

Expenses

Up

$127,903

Up $117,241 (+1100%) from 2013

Net Income

Up

-$7,753

Up $2,759 (+26%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $534,767Liabilities 2010: $0Net Assets 2010: $534,7672010Assets 2011: $488,204Liabilities 2011: $0Net Assets 2011: $488,2042011Assets 2012: $485,003Liabilities 2012: $0Net Assets 2012: $485,0032012Assets 2013: $474,491Liabilities 2013: $0Net Assets 2013: $474,4912013Assets 2014: $466,738Liabilities 2014: $0Net Assets 2014: $466,7382014Assets 2015: $459,293Liabilities 2015: $0Net Assets 2015: $459,2932015Assets 2016: $554,246Liabilities 2016: $0Net Assets 2016: $554,2462016Assets 2017: $545,079Liabilities 2017: $0Net Assets 2017: $545,0792017Assets 2018: $529,851Liabilities 2018: $0Net Assets 2018: $529,8512018Assets 2019: $519,336Liabilities 2019: $0Net Assets 2019: $519,3362019Assets 2020: $506,935Liabilities 2020: $0Net Assets 2020: $506,9352020Assets 2021: $497,136Liabilities 2021: $0Net Assets 2021: $497,1362021

Highlighted filing

2014

Assets$466,738
Liabilities$0
Net Assets$466,738

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $18,826Expenses 2010: $24,735Net Income 2010: -$5,9092010Revenue 2011: $1,995Expenses 2011: $48,558Net Income 2011: -$46,5632011Revenue 2012: $1,460Expenses 2012: $4,661Net Income 2012: -$3,2012012Revenue 2013: $150Expenses 2013: $10,662Net Income 2013: -$10,5122013Revenue 2014: $120,150Expenses 2014: $127,903Net Income 2014: -$7,7532014Revenue 2015: $100Expenses 2015: $7,545Net Income 2015: -$7,4452015Revenue 2016: $175,200Expenses 2016: $80,247Net Income 2016: $94,9532016Revenue 2017: $2,062Expenses 2017: $11,229Net Income 2017: -$9,1672017Revenue 2018: $100Expenses 2018: $15,328Net Income 2018: -$15,2282018Revenue 2019: $0Expenses 2019: $10,515Net Income 2019: -$10,5152019Revenue 2020: $100Expenses 2020: $12,501Net Income 2020: -$12,4012020Revenue 2021: $100Expenses 2021: $9,899Net Income 2021: -$9,7992021

Highlighted filing

2014

Revenue$120,150
Expenses$127,903
Net Income-$7,753
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Mar 15, 2015
Return Version
2013v4.0
Gross Receipts
$120,150
Mission and Program Overview

Mission

Sr foundation inc.'s mission is to serve health and well being of the frail, elderly, indigent of kansas city by supporting and promoting facilities and services for the frail, elderly, or indigent in the geographic area of swope ridge geriatric center and to enhance the community lives of the frail elderly.

Program Services

DescriptionGrantsExpenses
SR FOUNDATION HAS BEEN INSTRUMENTAL IN THE REPLACEMENT OF OUTDATED EQUIPMENT FOR SWOPE RIDGE GERIATRIC CENTER.$120,000$127,903
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN LINDEN MCGREEVYDirector-$0--
ALBERT P MAUROTreasurer/Director-$0--
GREG SPIESChairman/Director-$0--
PATRICIA WYATTVice Chairman/Director-$0--
LANDON H ROWLANDDirector-$0--
ROBERT L COLLINSDirector-$0--
DAVE OLSONDirector-$0--
MICHELLE SWEENEYDirector-$0--
Filing and Contact Details

Filer

EIN
43-1684214
In Care Of
% GREG T SPIES
Phone
8167535400

Signing Officer

Name
Greg T Spies
Title
Chairman
Phone
8167535400
Signed
2015-03-15
Discuss with paid preparer
Yes

Preparer

Preparer
Michael J Engle
Phone
8167535400
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

Donees name:care center of kansas city donees address:5900 swope parkway kansas city, mo 64130 purpose of payment:general amount:120000

Form 990EZ Part I Line 16

Description:REGISTRATION & FEES Amount:95

Form 990EZ Part I Line 16

Description:TAXES Amount:1243

Form 990EZ Part II Line 24

Description:NOTE RECEIVABLE - SRGC BOY Amount:430296 EOY Amount:430296

Raw XML Appendix182 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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IRS990EZ/BooksInCareOfDetail/PersonNm0GREG T SPIES
IRS990EZ/BooksInCareOfDetail/PhoneNum08167535400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10605 W 47TH ST STE 350
IRS990EZ/BooksInCareOfDetail/USAddress/City0KANSAS CITY
IRS990EZ/BooksInCareOfDetail/USAddress/State0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode064112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025545
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017792
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0120150
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7753
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02079
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0474491
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0466738
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0120000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0120150
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt018650
IRS990EZ/LandAndBuildingsGrp/EOYAmt018650
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0474491
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IRS990EZ/OccupancyRentUtltsAndMaintAmt04486
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN LINDEN MCGREEVY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALBERT P MAURO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG SPIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA WYATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LANDON H ROWLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT L COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVE OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELLE SWEENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIRMAN/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0430296
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0430296
IRS990EZ/OtherExpensesTotalAmt01338
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SR FOUNDATION INC.'S MISSION IS TO SERVE HEALTH AND WELL BEING OF THE FRAIL, ELDERLY, INDIGENT OF KANSAS CITY BY SUPPORTING AND PROMOTING FACILITIES AND SERVICES FOR THE FRAIL, ELDERLY, OR INDIGENT IN THE GEOGRAPHIC AREA OF SWOPE RIDGE GERIATRIC CENTER AND TO ENHANCE THE COMMUNITY LIVES OF THE FRAIL ELDERLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SR FOUNDATION HAS BEEN INSTRUMENTAL IN THE REPLACEMENT OF OUTDATED EQUIPMENT FOR SWOPE RIDGE GERIATRIC CENTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0120000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0127903
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0127903
IRS990EZ/TotalProgramServiceExpensesAmt0127903
IRS990EZ/TotalRevenueAmt0120150
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0124113
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018468
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018468
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87047
IRS990ScheduleA/PublicSupportPY170Pct00.12987
IRS990ScheduleA/PublicSupportTotal170Amt0124113
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0358
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0124113
IRS990ScheduleA/TotalSupportAmt0142581
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:CARE CENTER OF KANSAS CITY DONEES ADDRESS:5900 SWOPE PARKWAY KANSAS CITY, MO 64130 PURPOSE OF PAYMENT:GENERAL AMOUNT:120000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:REGISTRATION & FEES Amount:95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:TAXES Amount:1243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:NOTE RECEIVABLE - SRGC BOY Amount:430296 EOY Amount:430296
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG T SPIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08167535400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10SR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SRFO
ReturnHeader/Filer/EIN0431684214
ReturnHeader/Filer/InCareOfNm0% GREG T SPIES
ReturnHeader/Filer/PhoneNum08167535400
ReturnHeader/Filer/USAddress/AddressLine10605 W 47TH STREET
ReturnHeader/Filer/USAddress/AddressLine20Suite STE 350
ReturnHeader/Filer/USAddress/City0KANSAS CITY
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode064112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101201 Walnut Suite 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Kansas City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0641062246
ReturnHeader/PreparerPersonGrp/PhoneNum08167535400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Engle
ReturnHeader/ReturnTs02015-03-03T09:06:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

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No mirrored PDF or thumbnail assets are attached yet.

Filings