Civic Intelligence

Finley Family Foundation C/O Mary E Newton

EIN 43-6877228 • Theodosia, MO

Theodosia, MO
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2017

Net Margin

28th percentile

-15%

Higher net margin than 28% of similar nonprofits.

<$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

-1.2%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

110%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$287,452

Down $20,662 (-6.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

$287,452

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin28th percentile

Revenue

Up

$23,699

Up $1,993 (+9.2%) from 2015

Expenses

Down

$27,255

Down $246 (-0.9%) from 2015

Net Income

Up

-$3,556

Up $2,239 (+39%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $175,379Liabilities 2011: $02011Assets 2012: $202,350Liabilities 2012: $02012Assets 2013: $326,908Liabilities 2013: $02013Assets 2014: $313,909Liabilities 2014: $02014Assets 2015: $308,114Liabilities 2015: $02015Assets 2017: $287,452Liabilities 2017: $0Net Assets 2017: $287,4522017

Highlighted filing

2017

Assets$287,452
Liabilities$0
Net Assets$287,452
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $10,975Expenses 2011: $14,746Net Income 2011: -$3,7712011Revenue 2012: $42,611Expenses 2012: $14,718Net Income 2012: $27,8932012Revenue 2013: $146,186Expenses 2013: $21,299Net Income 2013: $124,8872013Revenue 2014: $14,278Expenses 2014: $27,277Net Income 2014: -$12,9992014Revenue 2015: $21,706Expenses 2015: $27,501Net Income 2015: -$5,7952015Revenue 2017: $23,699Expenses 2017: $27,255Net Income 2017: -$3,5562017

Highlighted filing

2017

Revenue$23,699
Expenses$27,255
Net Income-$3,556
Open 2017 Filing

Filings

Most recent year

2017 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$287,452
Liabilities
$0
Net assets
$287,452
Revenue
$23,699
Expenses
$27,255
Net income
-$3,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.24$0.27$0.04
2015Summary only. Only limited summary data is available for this year.$3.08$0.00$0.22$0.28$0.06
2014Summary only. Only limited summary data is available for this year.$3.14$0.00$0.14$0.27$0.13
2013Summary only. Only limited summary data is available for this year.$3.27$0.00$1.46$0.21$1.25
2012Summary only. Only limited summary data is available for this year.$2.02$0.00$0.43$0.15$0.28
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$0.11$0.15$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY E NEWTONTrustee-$0--
DENNIS B FINLEYTrustee-$0--
DIANE FINLEY POWERTrustee-$0--
BETH FINLEY MILLSTrustee-$0--
G ALAN FINLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Finley Family Foundation
EIN
43-6877228
Phone
4172734429
Address
517 LOST MINE ROAD, THEODOSIA, MO 65761

Signing Officer

Name
Mary E Newton
Title
Trustee
Signed
2018-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Kpm Cpas Pc
Address
1445 E REPUBLIC RD, SPRINGFIELD, MO 65804
Preparer
Gregory Ramsey CPA
Phone
4178824300
Raw XML Appendix322 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd065761
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04172734429
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.FINLEYFAMILYFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER DETAILING NEED AND REASON FOR CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GARY A POWELL SPENCER FANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04172684000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02144 E REPUBLIC RD STE 300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd065804
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RECIPIENT MUST BE A PUBLIC CHARITY OR QUALIFIED PRIVATE OPERATING FOUNDATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARY E NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE RABBIT HOLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LUTIE SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0110 SOUTHWEST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15802 US HWY 160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1THEODOSIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd165761
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03938
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014560
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017343
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018498
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013405
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014560
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01633
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01633
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0377
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0237
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0270
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08438
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08438
TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt049
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY E NEWTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINLEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARY E NEWTON
ReturnHeader/Filer/BusinessNameControlTxt0FINL
ReturnHeader/Filer/EIN0436877228
ReturnHeader/Filer/PhoneNum04172734429
ReturnHeader/Filer/USAddress/AddressLine1Txt0517 LOST MINE ROAD
ReturnHeader/Filer/USAddress/CityNm0THEODOSIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065761
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId094D2F4D87A8F832633CF054BCB4A33CBE83B25A9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07CEF22D6202AD67DFF0AC48CB61EA0777B75F88B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-03-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:10:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431109768
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPM CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01445 E REPUBLIC RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065804
ReturnHeader/PreparerPersonGrp/PhoneNum04178824300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY RAMSEY CPA
ReturnHeader/ReturnTs02018-03-28T16:10:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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