Civic Intelligence

Oppenstein Brothers Foundation

990PF • Fiscal year 2024 • EIN 43-6203035

Apr 01, 2023 to Mar 31, 2024 • Filed on Jul 22, 2024

Organization Profile
Commerce Bank Trustee PO Box 4192Kansas City, MO 64141-6248

(816) 234-2704

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.53x

Higher debt load relative to revenue than 69% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$192,844

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

28th percentile

-0.0%

Faster asset growth than 28% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

25%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$34,273,390

Down $12,239 (-0.0%) from 2023

Net Assets

Up

$33,166,390

Up $495,261 (+1.5%) from 2023

Liabilities

Down

$1,107,000

Down $507,500 (-31%) from 2023

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin73rd percentile

Revenue

Up

$2,106,449

Up $424,929 (+25%) from 2023

Expenses

Down

$1,611,192

Down $746,595 (-32%) from 2023

Net Income

Up

$495,257

Up $1,171,524 (+173%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2024

Assets$34,273,390
Liabilities$1,107,000
Net Assets$33,166,390
Open 2024 Filing

Operations Trend

Revenue Growth71st 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

2024

Revenue$2,106,449
Expenses$1,611,192
Net Income$495,257
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jul 22, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMMERCE BANK NA INVMGMTCorp. TrusteeFT$192,844-$192,844
COMMERCE BANK NA CHARITY OFFICECorp. TrusteeFT$164,460-$164,460
COMMERCE BANK NA CHARITY MGMTCorp. TrusteePT$23,605-$23,605
Filing and Contact Details

Filer

Filer Name
Oppenstein Brothers Foundation
EIN
43-6203035
Phone
8162342704
Address
COMMERCE BANK TRUSTEE PO BOX 4192, KANSAS CITY, MO 64141-6248

Signing Officer

Name
Commerce Trust Company
Title
Trustee
Phone
8162342704
Signed
2024-07-22
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NVIDIA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ROLLINS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36RPM INC OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40TESLA MOTORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41THERMO FISHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TRACTOR SUPPLY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WASTE MGMT INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ARCH CAPITAL GROUP LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BENTLEY SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CORPAY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FAIR ISAAC & CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JAZZ PHARMACEUTICALS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LINCOLN ELEC HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PERFORMANCE FOOD GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TARGA RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TRADEWEB MARKETS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TRAVEL AND LEISURE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VONTIER CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt918253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1044508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11641143
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191435988
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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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DFA US TARGETED VALUE PORTFOLIO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES RUSSELL MIDCAP GROWTH ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13LAZARD EMERGING MARKETS EQUITY PORT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17T ROWE PR NEW HORIZONS-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18T ROWE PR OVERSEAS STOCK-I
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Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,273,390
Liabilities
$1,107,000
Net assets
$33,166,390
Revenue
$2,106,449
Expenses
$1,611,192
Net income
$495,257
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
2024Detailed filing. Detailed filing data is available for this year.$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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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