Civic Intelligence

Price Family Foundation

990PF • Fiscal year 2016 • EIN 43-6855563

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 13, 2018

Organization Profile
12721 Metcalf Ave Ste 200Overland Park, KS 66213

(913) 381-2280

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

42nd percentile

-0.3%

Higher net margin than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

80th percentile

14%

Faster asset growth than 80% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-25%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,089,556

Up $259,092 (+14%) from 2015

Net Assets

$2,089,556

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin42nd percentile

Revenue

Down

$233,804

Down $77,804 (-25%) from 2015

Expenses

Up

$234,452

Up $92,055 (+65%) from 2015

Net Income

Down

-$648

Down $169,859 (-100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,148,226Liabilities 2011: $02011Assets 2012: $1,225,897Liabilities 2012: $02012Assets 2013: $1,764,184Liabilities 2013: $02013Assets 2014: $1,662,603Liabilities 2014: $1,3502014Assets 2015: $1,830,464Liabilities 2015: $02015Assets 2016: $2,089,556Liabilities 2016: $0Net Assets 2016: $2,089,5562016Assets 2017: $1,920,524Liabilities 2017: $0Net Assets 2017: $1,920,5242017Assets 2018: $1,326,925Liabilities 2018: $0Net Assets 2018: $1,326,9252018Assets 2019: $1,304,803Liabilities 2019: $0Net Assets 2019: $1,304,8032019Assets 2020: $1,304,104Liabilities 2020: $0Net Assets 2020: $1,304,1042020Assets 2021: $4,330Liabilities 2021: $0Net Assets 2021: $4,3302021Assets 2022: $3,720Liabilities 2022: $0Net Assets 2022: $3,7202022Assets 2023: $3,949Liabilities 2023: $0Net Assets 2023: $3,9492023Assets 2024: $4,884Liabilities 2024: $0Net Assets 2024: $4,8842024

Highlighted filing

2016

Assets$2,089,556
Liabilities$0
Net Assets$2,089,556
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $114,651Expenses 2011: $155,405Net Income 2011: -$40,7542011Revenue 2012: $169,847Expenses 2012: $157,487Net Income 2012: $12,3602012Revenue 2013: $773,179Expenses 2013: $180,140Net Income 2013: $593,0392013Revenue 2014: $103,970Expenses 2014: $206,901Net Income 2014: -$102,9312014Revenue 2015: $311,608Expenses 2015: $142,397Net Income 2015: $169,2112015Revenue 2016: $233,804Expenses 2016: $234,452Net Income 2016: -$6482016Revenue 2017: $363,803Expenses 2017: $532,835Net Income 2017: -$169,0322017Revenue 2018: $262,082Expenses 2018: $870,843Net Income 2018: -$608,7612018Revenue 2019: $296,676Expenses 2019: $320,303Net Income 2019: -$23,6272019Revenue 2020: $9,428Expenses 2020: $16,421Net Income 2020: -$6,9932020Revenue 2021: $10,756Expenses 2021: $1,624,211Net Income 2021: -$1,613,4552021Revenue 2022: $1,503Expenses 2022: $1,722Net Income 2022: -$2192022Revenue 2023: $1,643Expenses 2023: $2,020Net Income 2023: -$3772023Revenue 2024: $1,055Expenses 2024: $250Net Income 2024: $8052024

Highlighted filing

2016

Revenue$233,804
Expenses$234,452
Net Income-$648
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 13, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE PRICETrustee-$0--
KENT PRICETrustee-$0--
DOUGLAS PRICETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Price Family Foundation
EIN
43-6855563
Phone
9133812280
Address
12721 METCALF AVE STE 200, OVERLAND PARK, KS 66213

Signing Officer

Name
Douglas Price
Title
Trustee
Phone
9133812280
Signed
2018-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
12721 METCALF AVENUE SUITE 201, OVERLAND PARK, KS 66213
Preparer
Jerrold Gottlieb
Phone
9134916655
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 1, BOX G - AMENDED RETURN
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE PRICE FAMILY FOUNDATION 2016 FORM 990-PF IS BEING AMENDED TO CORRECT FOR INFORMATION MISSED OR REPORTED IN ERROR ON THE ORIGINAL RETURN. THESE OMISSIONS AND ERRORS WERE NOT DUE TO WILLFUL NEGLECT OR AN INTENTIONAL DISREGARD. AS SOON AS THE ERRORS AND OMISSIONS WERE IDENTIFIED THE FOUNDATION SOUGHT TO CORRECT THE FILING. FOLLOWING IS A LIST OF THE CHANGES REPORTED ON THE AMENDED RETURN:1. PAGE 1, BOX I UPDATED TO $2,042,401 FROM $2,017,521; THIS IS A CORRECTION OF AN ERROR IN THE ORIGINAL FIGURE2. PART I, COLUMN B UPDATED TO INCLUDE ITEMS REPORTED ON A 2016 K-1 NOT INCLUDED ON THE ORIGINAL FILING, THOSE ITEMS ARE:A. LINE 4 $1,262 OF DIVIDEND AND INTEREST INCOME WAS ADDEDB. LINE 7 -$10 OF NET REALIZED CAPITAL LOSSC. LINE 16C $80 OF INVESTMENT EXPENSESD. LINE 18 $1 OF FOREIGN TAXES PAID3. PART I, LINE 18, COLUMN A UPDATED TO $7,756 FROM $7,170 FOR AN ADDITIONAL $586 IN FOREIGN TAXES PAID NOT INCLUDED ON ORIGINAL RETURN, THE $586 IS ALSO REPORTED IN COLUMN B4. PART I, LINE 27A AND 27B HAVE BEEN UPDATED TO -$648 AND $118,887 RESPECTIVELY, BASED ON THE CHANGES NOTED ABOVE5. PART II, LINE 2, COLUMN B AND C UPDATED TO $145,055 FROM $120,144; THIS IS A CORRECTION OF AN ERROR IN THE ORIGINAL FIGURE6. PART II, LINE 10, COLUMN B AND C HAVE BEEN UPDATED TO ACCOUNT FOR A MINOR $1 ROUNDING VARIANCES IN THE VARIOUS INVESTMENT CATEGORIES7. PART II, LINE 13 COLUMN B AND C HAVE BEEN UPDATED TO REMOVE THE $31 PREPAID ASSET; THIS IS A CORRECTION OF AN ERROR IN THE ORIGINAL FIGURE8. PART II, LINES 16 AND 29 THROUGH 31 HAVE BEEN UPDATED TO ACCOUNT FOR THE CHANGES NOTED ABOVE AND IN PART III9. PART III, LINE 2 HAS BEEN UPDATED TO ACCOUNT FOR THE CHANGES TO PART I, COLUMN A10. PART III, LINE 3, UPDATED TO $259,740 FROM $234,275 TO ADJUST THE ADDITIONAL INFORMATION IDENTIFIED AND REPORTED ON PARTS I AND II11. PART IV CONSOLIDATED THE SALE OF PUBLICLY TRADED SECURITIES AND REPORTED ON ONE LINE AS PERMITTED BY THE INSTRUCTIONS, NO CHANGE IN VALUE; AND THE -$10 NET LOSS NOTED ABOVE THAT WAS PASSED THROUGH FROM A 2016 K-1 HAS BEEN ADDED12. PART V, LINES 4 THROUGH 7 HAVE BEEN ADJUSTED BASED ON THE CHANGES IN PART I AND PART X13. DUE TO CHANGES NOTED ABOVE, PART VI, LINES 1A, 3, 5 HAVE BEEN UPDATED TO $2,378 FROM $2,36614. PART VI, LINE 6A UPDATED TO $3,880 FROM $0, TO ACCOUNT FOR THE 2016 ESTIMATE NOT REPORTED ON THE ORIGINAL FILING15. PART VI, LINE 7 ASIDE OF $994 ADDED WHICH IS THE COMBINATION OF THE $2,437 TAX PAID WITH ORIGINAL RETURN LESS THE $1,443 REFUND ISSUED BY THE IRS AFTER THE ORIGINAL RETURN WAS FILED, SEE STATEMENT 1116. PART VI, LINE 7 UPDATED TO $4,874 FROM $0, TO ACCOUNT FOR THE COMBINATION OF THE $3,880 2016 ESTIMATE, THE $2,437 PAYMENT WITH ORIGINAL RETURN AND THE $1,443 REFUND ISSUED BY THE IRS AFTER THE ORIGINAL RETURN WAS FILED17. PART VI, LINE 8 UPDATE TO $0 FROM $71 TO REMOVE THE PENALTY INCLUDED ON THE ORIGINAL FILING18. PART VI, LINE 9 UPDATE TO $0 FROM $2,437 TO ACCOUNT FOR THE CHANGES ABOVE19. PART VI, LINE 10 UPDATED TO $2,496 OVERPAYMENT FROM $2,437 DUE, THESE UPDATED FIGURE ARE THE $2,378 TAX LESS THE NET $4,874 PAYMENT20. PART VI, LINE 11 UPDATED TO $2,496 TO INDICATE THIS AMOUNT IS BEING REQUESTED TO BE APPLIED TO THE 2017 RETURN21. PART X, LINE 1A UPDATED TO $170,707 FROM $1,968,118; THIS IS A CORRECTION OF AN ERROR IN THE ORIGINAL FIGURE22. PART X, LINE 1B UPDATED TO $1,814,783 FROM $1,923,962; THIS IS A CORRECTION OF AN ERROR IN THE ORIGINAL FIGURE23. PART X, LINE 1D AND 3 UPDATED TO $1,985,490 FROM $3,892,080 TO ACCOUNT FOR CHANGES ABOVE24. PART X, LINE 4 UPDATED TO $29,782 FROM $58,381 TO ACCOUNT FOR CHANGES ABOVE25. PART X, LINE 5 UPDATED TO $1,955,708 FROM $3,833,699 TO ACCOUNT FOR CHANGES ABOVE26. PART X, LINE 6 AND PART XI, LINE 1 UPDATED TO $97,785 FROM $191,685 TO ACCOUNT FOR CHANGES ABOVE27. PART XI, LINE 2A AND 2C UPDATED TO $2,378 FROM $2,366 TO ACCOUNT FOR THE CHANGES PART VI NOTED ABOVE28. PART XI, LINE 3, 5, 7 AND PART XIII, LINE 1 AND 4D UPDATED TO $95,407 FROM $189,319 TO ACCOUNT FOR CHANGES ABOVE29. P
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GLAXO SMITHKLINE PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GREAT AJAX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HAIN CELESTIAL GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INTL BUSINESS MACHINES COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33JP MORGAN CHASE PFD 5.5% DIV QTRLY PERP/CALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LEUCADIA NATL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MANNING & NAPIER INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MFS MULIMARKET INCOME TR SH BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NORTHSTAR REALTY FINANCE CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39OAKTREE CAPITAL GROUP LLC UNIT CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PEAK RESORTS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PENNANT INVESTMENT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43POTASH CORP SASK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PS BUSINESS PARKS INC PFD 5.75% PERP/CALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PUTNAM MASTER INTER INCOME TR SH BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PUTNAM PREMIER INCOME TR SH BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SPROTT PHYSICAL GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SPROTT PHYSICAL SILVER TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TEVA PHARMACEUTICAL INDS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TORCHMARK CORP PREFERRED 5.875% MAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TRAVEL CENTERS OF AMERICA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TRAVEL CENTERS OF AMERICA PFD 8.0% 10/15/2030 QRTLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VERIFONE SYSTEMS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VIACOM INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VODAFONE GROUP PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WADDELL & REED FINANCIAL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WELLS FARGO & CO COM
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt077247
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt075894
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt070068
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt051429
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt012307
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0133804
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0133804
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0694
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0694
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01388
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt051419
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0210500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0210500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt071330
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt070068
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-648
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0885057
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012307
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012307
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt051429
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0118887
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014888
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014808
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0587
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07756
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0211194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0234452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0135056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0233804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0694
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016169
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0833628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt033175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt033175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt218254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0866803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LLC EIN: 26-0174894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt051419
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-648
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0259740
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02089556
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01830464
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02089556
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt095407
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt095407
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt095407
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt097785
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02378
IRS990PF/DistributableAmountGrp/TotalTaxAmt02378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt02437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04874
IRS990PF/FMVAssetsEOYAmt02042401
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt054326
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt054326
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0108827
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt092883
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01758427
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01728569
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt031
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01776138
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02035230
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01830433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0145055
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0145055
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01830464
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02089556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02042401
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01830464
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02089556
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01830464
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02089556
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt077247
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt075894
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01985490
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01814783
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0170707
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029782
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt097785
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01955708
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01985490
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVE PRICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENT PRICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOUGLAS PRICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012721 METCALF AVENUE SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt112721 METCALF AVENUE SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212721 METCALF AVENUE SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OVERLAND PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OVERLAND PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OVERLAND PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd066213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd166213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd266213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0224304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0225493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0203460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0160910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0154955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0152353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.114692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.068874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.120563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.101021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.132543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.150459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01955708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01814917

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,089,556
Liabilities
$0
Net assets
$2,089,556
Revenue
$233,804
Expenses
$234,452
Net income
-$648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$1.62$1.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.01$0.02$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.30$0.32$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.26$0.87$0.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.36$0.53$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.23$0.23$0.00
2015Summary only. Only limited summary data is available for this year.$1.83$0.00$0.31$0.14$0.17
2014Summary only. Only limited summary data is available for this year.$1.66$0.00$0.10$0.21$0.10
2013Summary only. Only limited summary data is available for this year.$1.76$0.00$0.77$0.18$0.59
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.17$0.16$0.01
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$0.11$0.16$0.04