Civic Intelligence

Sr Foundation Inc.

990 • Fiscal year 2018 • EIN 43-1684214

May 01, 2017 to Apr 30, 2018 • Filed on Mar 15, 2019

Organization ProfileN/A
605 W 47th Street Ste 350Kansas City, MO 64112

(816) 753-5400

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

1st percentile

-15228%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

34th percentile

-2.8%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$529,851

Down $15,228 (-2.8%) from 2017

Net Assets

Down

$529,851

Down $15,228 (-2.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin1st percentile

Revenue

Down

$100

Down $1,962 (-95%) from 2017

Expenses

Up

$15,328

Up $4,099 (+37%) from 2017

Net Income

Down

-$15,228

Down $6,061 (-66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2018

Assets$529,851
Liabilities$0
Net Assets$529,851
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

2018

Revenue$100
Expenses$15,328
Net Income-$15,228
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 15, 2019
Return Version
2017v2.3
Gross Receipts
$100
Mission and Program Overview

Mission

Sr foundation has been instrumental in the replacement of outdated equipment for swope ridge geriatric center.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$522,159$430,297▼ $91,862
Cash and Non-Interest-Bearing Accounts$4,270$80,904▲ $76,634
Land, Buildings, and Equipment, Net$18,650$18,650→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$545,079$529,851▼ $15,228
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$545,079$529,851▼ $15,228
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$545,079$529,851▼ $15,228
Total Liabilities and Net Assets / Fund Balance$545,079$529,851▼ $15,228

Asset Categories

AssetBook ValueDepreciationBasis
Land$18,650-$18,650
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Greg SpiesDirector/chairman
Dave OlsonDirector
Michelle SweeneyDirector
Robert CollinsDirector
Susan Linden McgreevyDirector/secretary
Albert P MauroDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-15,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$9,249-$9,249
Fees for Services Accounting-$3,703-$3,703
Other Expenses-$1,862-$1,862
Fees for Services Legal-$426-$426
Total Functional Expenses$0$15,328$0$15,328
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

Form 990, Part VI, Section B, Line 11B

“The accountant gathers information to prepare the form 990 tax return. This information is then given to an independent accounting firm who prepares and reviews the form 990. The independent accounting firm then provides the organization's board a draft of the 990 along with a response time for questions and comments. All issues are resolved and the form 990 is filed.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors, and key employees annually review and sign a document that asks several questions reflecting potential conflict of interest statements and states the organization's conflict of interest policy. Board members will not take part in voting if there is any appearance of a conflict of interest on any transaction or service.”

Form 990, Part VI, Section C, Line 19

“The organizational documents, conflict policy and financial statements are available on request.”

Filing and Contact Details

Filer

Filer Name
Sr Foundation Inc
EIN
43-1684214
In Care Of
% GREG SPIES
Phone
8167535400
Address
605 W 47TH STREET STE 350, KANSAS CITY, MO 64112

Signing Officer

Name
Greg Spies
Title
Chairman
Phone
8167535400
Signed
2019-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Spies
Formed
1994
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Bkd Llp
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
Kevin R Ensminger CPA
Phone
8162216300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

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

Financial Statement Notes

Schedule D, Part X, Line 2

“Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0175200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0295650
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99341
IRS990ScheduleA/PublicSupportPY170Pct00.99341
IRS990ScheduleA/PublicSupportTotal170Amt0295650
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0295650
IRS990ScheduleA/TotalSupportAmt0297612
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt018650
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt018650
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018650
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SR FOUNDATION INC.'S MISSION IS TO SERVE THE HEALTH AND WELL BEING OF THE FRAIL, ELDERLY, AND INDIGENT OF KANSAS CITY BY SUPPORTING AND PROMOTING FACILITIES AND SERVICE FOR THE FRAIL, ELDERLY, OR INDIGENT IN THE GEORGRAPHIC AREA OF SWOPE RIDGE GERIATRIC CENTER AND TO ENHANCE THE COMMUNITY LIVES OF THE FRAIL ELDERLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ACCOUNTANT GATHERS INFORMATION TO PREPARE THE FORM 990 TAX RETURN. THIS INFORMATION IS THEN GIVEN TO AN INDEPENDENT ACCOUNTING FIRM WHO PREPARES AND REVIEWS THE FORM 990. THE INDEPENDENT ACCOUNTING FIRM THEN PROVIDES THE ORGANIZATION'S BOARD A DRAFT OF THE 990 ALONG WITH A RESPONSE TIME FOR QUESTIONS AND COMMENTS. ALL ISSUES ARE RESOLVED AND THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY REVIEW AND SIGN A DOCUMENT THAT ASKS SEVERAL QUESTIONS REFLECTING POTENTIAL CONFLICT OF INTEREST STATEMENTS AND STATES THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. BOARD MEMBERS WILL NOT TAKE PART IN VOTING IF THERE IS ANY APPEARANCE OF A CONFLICT OF INTEREST ON ANY TRANSACTION OR SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONAL DOCUMENTS, CONFLICT POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0529851
IRS990/TotalAssetsGrp/BOYAmt0545079
IRS990/TotalAssetsGrp/EOYAmt0529851
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt00
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IRS990/TotalVolunteersCnt06
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0529851
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0545079
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0529851
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0605 W 47TH STREET STE 350
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064112
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG SPIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08167535400
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SRFO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$529,851
Liabilities
$0
Net assets
$529,851
Revenue
$100
Expenses
$15,328
Net income
-$15,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.00$0.10$0.10
2020Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.00$0.13$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.00$0.11$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.00$0.15$0.15
2017Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.02$0.11$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$1.75$0.80$0.95
2015Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.00$0.08$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$1.20$1.28$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$0.00$4.74$0.00$0.11$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.00$4.85$0.01$0.05$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.00$4.88$0.02$0.49$0.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$0.00$5.35$0.19$0.25$0.06