Civic Intelligence

Robert Schroeder Charitable Trust 98-98-16P001007

990PF • Fiscal year 2015 • EIN 43-6878030

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
5901 College BoulevardOverland Park, KS 66211

(913) 319-0300

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-77%

Higher net margin than 8% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$59,792

Down $1,597 (-2.6%) from 2014

Net Assets

Down

$59,377

Down $2,012 (-3.3%) from 2014

Liabilities

Up

$415

Up $415 from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin8th percentile

Revenue

Down

$2,603

Down $797 (-23%) from 2014

Expenses

Up

$4,615

Up $998 (+28%) from 2014

Net Income

Down

-$2,012

Down $1,795 (-827%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$80K$60K$40K$20K$0Assets 2011: $64,057Liabilities 2011: $0Net Assets 2011: $64,0572011Assets 2012: $63,025Liabilities 2012: $0Net Assets 2012: $63,0252012Assets 2013: $61,606Liabilities 2013: $0Net Assets 2013: $61,6062013Assets 2014: $61,389Liabilities 2014: $0Net Assets 2014: $61,3892014Assets 2015: $59,792Liabilities 2015: $415Net Assets 2015: $59,3772015Assets 2016: $57,238Liabilities 2016: $415Net Assets 2016: $56,8232016Assets 2017: $54,871Liabilities 2017: $416Net Assets 2017: $54,4552017Assets 2018: $53,003Liabilities 2018: $0Net Assets 2018: $53,0032018Assets 2019: $51,042Liabilities 2019: $02019Assets 2020: $48,149Liabilities 2020: $0Net Assets 2020: $48,1492020Assets 2021: $77,886Liabilities 2021: $0Net Assets 2021: $77,8862021Assets 2022: $62,567Liabilities 2022: $0Net Assets 2022: $62,5672022Assets 2023: $59,862Liabilities 2023: $12023Assets 2024: $59,839Liabilities 2024: $0Net Assets 2024: $59,8392024

Highlighted filing

2015

Assets$59,792
Liabilities$415
Net Assets$59,377
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

$40K$20K$0-$20KExpenses 2011: $4,1152011Expenses 2012: $3,2552012Revenue 2013: $2,608Expenses 2013: $4,027Net Income 2013: -$1,4192013Revenue 2014: $3,400Expenses 2014: $3,617Net Income 2014: -$2172014Revenue 2015: $2,603Expenses 2015: $4,615Net Income 2015: -$2,0122015Revenue 2016: $2,561Expenses 2016: $5,115Net Income 2016: -$2,5542016Revenue 2017: $3,739Expenses 2017: $6,107Net Income 2017: -$2,3682017Revenue 2018: $2,179Expenses 2018: $3,631Net Income 2018: -$1,4522018Revenue 2019: $3,375Expenses 2019: $5,336Net Income 2019: -$1,9612019Revenue 2020: $2,531Expenses 2020: $5,381Net Income 2020: -$2,8502020Revenue 2021: $34,234Expenses 2021: $4,517Net Income 2021: $29,7172021Revenue 2022: -$9,879Expenses 2022: $5,142Net Income 2022: -$15,0212022Revenue 2023: $2,277Expenses 2023: $4,617Net Income 2023: -$2,3402023Revenue 2024: $3,253Expenses 2024: $3,181Net Income 2024: $722024

Highlighted filing

2015

Revenue$2,603
Expenses$4,615
Net Income-$2,012
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDWEST TRUST COMPANYTrustee-$1,700-$1,700
Filing and Contact Details

Filer

Filer Name
Robert Schroeder Charitable Trust
EIN
43-6878030
Phone
9133190300
Address
5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211

Signing Officer

Name
Lana Britz
Title
Vice Pres/trust Offc
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
OFlynn & Bihuniak Chartered
Address
4200 Somerset Drive Ste 137, Prairie Village, KS 66208
Preparer
Meridith Bihuniak
Phone
9136486828
Raw XML Appendix287 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.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0338
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DODGE & COX INCOME FUND
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt012500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SPDR S&P DIVIDEND
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0MIDWEST TR CO 5901 COLLEGE BLVD 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OVERLAND PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0662111503
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LANA BRITZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum09133190300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHNAUZER RESCUE OF THE MID-ATLANTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAUREL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020726
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
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/AppliedToCurrentYearAmt01450
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01257
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03348
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02707
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01898
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01257
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt044
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt061
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/CategoryTxt02014 990-PF BALANCE DUE
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANA BRITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRES/TRUST OFFC
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT SCHROEDER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0436878030
ReturnHeader/Filer/PhoneNum09133190300
ReturnHeader/Filer/USAddress/AddressLine1Txt05901 COLLEGE BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFlynn & Bihuniak Chartered
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 Somerset Drive Ste 137
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Prairie Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066208
ReturnHeader/PreparerPersonGrp/PhoneNum09136486828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERIDITH BIHUNIAK
ReturnHeader/ReturnTs02016-05-10T08:38:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,792
Liabilities
$415
Net assets
$59,377
Revenue
$2,603
Expenses
$4,615
Net income
-$2,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$3.25$3.18$0.07
2023Summary only. Only limited summary data is available for this year.$59.9$0.00$2.28$4.62$2.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.6$0.00$62.6$9.88$5.14$15.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.9$0.00$77.9$34.2$4.52$29.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.1$0.00$48.1$2.53$5.38$2.85
2019Summary only. Only limited summary data is available for this year.$51.0$0.00$3.38$5.34$1.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.0$0.00$53.0$2.18$3.63$1.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$0.42$54.5$3.74$6.11$2.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.2$0.42$56.8$2.56$5.12$2.55
2015Detailed filing. Detailed filing data is available for this year.$59.8$0.42$59.4$2.60$4.62$2.01
2014Detailed filing. Detailed filing data is available for this year.$61.4$0.00$61.4$3.40$3.62$0.22
2013Detailed filing. Detailed filing data is available for this year.$61.6$0.00$61.6$2.61$4.03$1.42
2012Detailed filing. Detailed filing data is available for this year.$63.0$0.00$63.0$3.26
2011Detailed filing. Detailed filing data is available for this year.$64.1$0.00$64.1$4.12