Civic Intelligence

Oppenstein Brothers Foundation

990PF • Fiscal year 2022 • EIN 43-6203035

Apr 01, 2021 to Mar 31, 2022 • Filed on Jul 19, 2022

Organization Profile
Commerce Bank Trustee 118 W 47thKansas City, MO 64112

(816) 234-2704

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.31x

Higher debt load relative to revenue than 58% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

45th percentile

$190,952

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

74th percentile

8.8%

Faster asset growth than 74% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

200%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$34,839,722

Up $2,832,605 (+8.8%) from 2021

Net Assets

Up

$33,343,222

Up $2,263,605 (+7.3%) from 2021

Liabilities

Up

$1,496,500

Up $569,000 (+61%) from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin86th percentile

Revenue

Up

$4,877,354

Up $3,250,531 (+200%) from 2021

Expenses

Up

$2,613,749

Up $1,126,392 (+76%) from 2021

Net Income

Up

$2,263,605

Up $2,124,139 (+1523%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$40M$30M$20M$10M$0Assets 2012: $31,054,350Liabilities 2012: $02012Assets 2013: $30,689,945Liabilities 2013: $02013Assets 2014: $31,053,915Liabilities 2014: $02014Assets 2015: $31,817,057Liabilities 2015: $02015Assets 2016: $32,290,823Liabilities 2016: $02016Assets 2020: $32,528,088Liabilities 2020: $1,588,000Net Assets 2020: $30,940,0882020Assets 2021: $32,007,117Liabilities 2021: $927,500Net Assets 2021: $31,079,6172021Assets 2022: $34,839,722Liabilities 2022: $1,496,500Net Assets 2022: $33,343,2222022Assets 2023: $34,285,629Liabilities 2023: $1,614,500Net Assets 2023: $32,671,1292023Assets 2024: $34,273,390Liabilities 2024: $1,107,000Net Assets 2024: $33,166,3902024Assets 2025: $34,946,125Liabilities 2025: $1,470,000Net Assets 2025: $33,476,1252025

Highlighted filing

2022

Assets$34,839,722
Liabilities$1,496,500
Net Assets$33,343,222
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $1,114,257Expenses 2012: $1,540,959Net Income 2012: -$426,7022012Revenue 2013: $1,277,371Expenses 2013: $1,641,778Net Income 2013: -$364,4072013Revenue 2014: $2,130,949Expenses 2014: $1,766,979Net Income 2014: $363,9702014Revenue 2015: $2,808,093Expenses 2015: $2,044,139Net Income 2015: $763,9542015Revenue 2016: $2,405,105Expenses 2016: $1,931,219Net Income 2016: $473,8862016Revenue 2020: $1,632,419Expenses 2020: $3,678,485Net Income 2020: -$2,046,0662020Revenue 2021: $1,626,823Expenses 2021: $1,487,357Net Income 2021: $139,4662021Revenue 2022: $4,877,354Expenses 2022: $2,613,749Net Income 2022: $2,263,6052022Revenue 2023: $1,681,520Expenses 2023: $2,357,787Net Income 2023: -$676,2672023Revenue 2024: $2,106,449Expenses 2024: $1,611,192Net Income 2024: $495,2572024Revenue 2025: $2,849,289Expenses 2025: $2,541,679Net Income 2025: $307,6102025

Highlighted filing

2022

Revenue$4,877,354
Expenses$2,613,749
Net Income$2,263,605
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jul 19, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMMERCE BANK NA INVMGMTCorp. TrusteeFT$190,952-$190,952
COMMERCE BANK NA CHARITY OFFICECorp. TrusteeFT$141,217-$141,217
COMMERCE BANK NA CHARITY MGMTCorp. TrusteePT$21,217-$21,217
Filing and Contact Details

Filer

Filer Name
Oppenstein Brothers Foundation
EIN
43-6203035
Phone
8162342704
Address
COMMERCE BANK TRUSTEE 118 W 47TH, KANSAS CITY, MO 64112

Signing Officer

Name
Commerce Trust Company
Title
Trustee
Phone
8162342704
Signed
2022-07-19
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGILENT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMPHENOL CORP CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BROADRIDGE FINANCIAL SOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CADENCE DESIGN SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHARTER COMMUNICATIONS INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COGNEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EBAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EQUITY LIFESTYLE PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FIDELITY MID CAP GRW INDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FIDELITY MID CAP VAL INDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FLEETCOR TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JACK HENRY & ASSOCIATES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26LAUDER ESTEE COS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MASTERCARD INCORPORATED CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30METTLER-TOLEDO INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NETAPP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PUBLIC STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38RAYMOND JAMES FINL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ROLLINS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41RPM INC OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SCOTTS MIRACLE-GRO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TAKE-TWO INTERACTIVE SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TESLA MOTORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51THERMO FISHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WASTE MGMT INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WORKDAY INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ZOETIS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTISAN MID CAP FUND-INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CAUSEWAY EMERGING MARKETS-IS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CLEARBRIDGE SMALL CAP GR IS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3COMMERCE MIDCAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4COMMERCE VALUE FUND INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DFA INTL SMALL CO PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DFA US LARGE CAP VALUE PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DFA US TARGETED VALUE PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DODGE & COX INTERNATIONAL STOCK FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9HARTFORD MIDCAP FUND-F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES RUSSELL 1000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES RUSSELL MIDCAP GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES RUSSELL MIDCAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13JPMORGAN HEDGED EQUITY-R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14LAZARD EMERGING MARKETS EQUITY PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15MFS RESEARCH INTERNAT R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PGIM JENNISON M/C GROWTH CL R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PRINCIPAL GL MULT STRAT-R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18T ROWE PR GROWTH STOCK-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19T ROWE PR NEW HORIZONS-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20T ROWE PR OVERSEAS STOCK-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21TIAA-CREF L/C GROW INDX-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22TIAA-CREF L/C VAL INDX-INST
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Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,839,722
Liabilities
$1,496,500
Net assets
$33,343,222
Revenue
$4,877,354
Expenses
$2,613,749
Net income
$2,263,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.9$1.47$33.5$2.85$2.54$0.31
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$1.11$33.2$2.11$1.61$0.50
2023Detailed filing. Detailed filing data is available for this year.$34.3$1.61$32.7$1.68$2.36$0.68
2022Detailed filing. Detailed filing data is available for this year.$34.8$1.50$33.3$4.88$2.61$2.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$0.93$31.1$1.63$1.49$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$1.59$30.9$1.63$3.68$2.05
2016Summary only. Only limited summary data is available for this year.$32.3$0.00$2.41$1.93$0.47
2015Summary only. Only limited summary data is available for this year.$31.8$0.00$2.81$2.04$0.76
2014Summary only. Only limited summary data is available for this year.$31.1$0.00$2.13$1.77$0.36
2013Summary only. Only limited summary data is available for this year.$30.7$0.00$1.28$1.64$0.36
2012Summary only. Only limited summary data is available for this year.$31.1$0.00$1.11$1.54$0.43