Civic Intelligence

William T Kemper Charitable Trust Dtd 020389

990PF • Fiscal year 2022 • EIN 43-6337610

Apr 01, 2021 to Mar 31, 2022 • Filed on Jul 24, 2022

118 West 47th StreetKansas City, MO 64112

(816) 234-2704

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$39,047

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

59th percentile

2.7%

Faster asset growth than 59% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

21%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$3,530,504

Up $93,697 (+2.7%) from 2021

Net Assets

Up

$3,530,504

Up $93,697 (+2.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$300,481

Up $53,117 (+21%) from 2021

Expenses

Down

$206,783

Down $72,375 (-26%) from 2021

Net Income

Up

$93,698

Up $125,492 (+395%) from 2021

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,728,684Liabilities 2012: $02012Assets 2013: $3,671,957Liabilities 2013: $02013Assets 2014: $3,654,964Liabilities 2014: $02014Assets 2015: $3,567,780Liabilities 2015: $02015Assets 2016: $3,571,764Liabilities 2016: $02016Assets 2020: $3,468,601Liabilities 2020: $0Net Assets 2020: $3,468,6012020Assets 2021: $3,436,807Liabilities 2021: $0Net Assets 2021: $3,436,8072021Assets 2022: $3,530,504Liabilities 2022: $0Net Assets 2022: $3,530,5042022Assets 2023: $3,507,025Liabilities 2023: $115,000Net Assets 2023: $3,392,0252023Assets 2024: $3,550,918Liabilities 2024: $60,000Net Assets 2024: $3,490,9182024Assets 2025: $3,515,973Liabilities 2025: $25,000Net Assets 2025: $3,490,9732025

Highlighted filing

2022

Assets$3,530,504
Liabilities$0
Net Assets$3,530,504

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $386,868Expenses 2012: $320,380Net Income 2012: $66,4882012Revenue 2013: $211,458Expenses 2013: $267,981Net Income 2013: -$56,5232013Revenue 2014: $263,163Expenses 2014: $280,156Net Income 2014: -$16,9932014Revenue 2015: $280,756Expenses 2015: $367,940Net Income 2015: -$87,1842015Revenue 2016: $380,177Expenses 2016: $376,193Net Income 2016: $3,9842016Revenue 2020: $207,053Expenses 2020: $293,022Net Income 2020: -$85,9692020Revenue 2021: $247,364Expenses 2021: $279,158Net Income 2021: -$31,7942021Revenue 2022: $300,481Expenses 2022: $206,783Net Income 2022: $93,6982022Revenue 2023: $229,775Expenses 2023: $368,254Net Income 2023: -$138,4792023Revenue 2024: $301,880Expenses 2024: $202,987Net Income 2024: $98,8932024Revenue 2025: $264,077Expenses 2025: $264,022Net Income 2025: $552025

Highlighted filing

2022

Revenue$300,481
Expenses$206,783
Net Income$93,698
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jul 24, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COMMERCE BANKTrusteePT$39,047-$39,047
ROBERT W LOYDTrusteePT$19,770-$19,770
Filing and Contact Details

Filer

Filer Name
William T Kemper Ii Charitable Trust
EIN
43-6337610
Phone
8162342704
Address
118 WEST 47TH STREET, KANSAS CITY, MO 64112

Signing Officer

Name
Douglas L Nelson
Title
Trustee
Phone
8162342704
Signed
2022-07-24
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0MISC - IRC SEC. 6012(B) (5) AND REG. 1.6012-3(C)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NAME OF TRUST: WILLIAM T KEMPER II CHARITABLE TRUSTNAME OF FIDUCIARY: COMMERCE TRUST COMPANYIDENTIFICATION NUMBER: 43-6337610YEAR END: 3/31/2022IN ACCORDANCE WITH THE REQUIREMENTS OF IRC SEC. 6012(B) (5) AND REG.1.6012-3(C), THE FIDUCIARY FILING THIS RETURN STATES THAT HE HASSUFFICIENT KNOWLEDGE OF THE AFFAIRS OF THE ABOVE MENTIONED TRUST TOENABLE HIM TO EXECUTE THIS RETURN, AND THAT THIS RETURN IS, TO THE BESTOF HIS KNOWLEDGE AND BELIEF, TRUE AND CORRECT.
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0206783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0300481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0300481
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034517
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0437845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0188339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0188339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0626184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0188339
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt093698
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03530505
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03436807
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03530504
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0294601
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0294601
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0294601
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0298298
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03697
IRS990PF/DistributableAmountGrp/TotalTaxAmt03697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03000
IRS990PF/FMVAssetsEOYAmt05936732
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03436807
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03530504
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01593487
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01513239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01531851
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01702439
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01871129
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04240417
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt044372
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt044372
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt062700
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt096509
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0101764
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0101764
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03436807
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03530504
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05936732
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03436807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03530504
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03436807
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03530504
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06056809
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt075990
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05980819
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt090852
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0298298
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05965957
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06056809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt039047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt119770
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0COMMERCE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT W LOYD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 419248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12046 CONDOLEA DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KANSAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LEAWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0641416248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1662091652
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0169800
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0169800
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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/IndividualWithBooksNm0COMMERCE BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0118 W 47TH ST KANSAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd064112
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08162342704
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT COMMERCE BANK AT (816) 234-2704
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JARED ROBERTS COMMERCE BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08162342704
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0118 WEST 47TH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO

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